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United Capital Financial Advisors’s Strategy Inc MSTR Stock Holding History

United Capital Financial Advisors’s Portfolio MSTR Stock Details MSTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$475K Buy
3,806
+622
+20% +$88.9K ﹤0.01% 1093
2025
Q4 		$484K Sell
3,184
-1,215
-28% -$280K ﹤0.01% 975
2025
Q3 		$1.42M Buy
4,399
+642
+17% +$238K 0.01% 547
2025
Q2 		$1.52M Buy
3,757
+845
+29% +$308K 0.01% 500
2025
Q1 		$839K Buy
2,912
+620
+27% +$197K 0.01% 608
2024
Q4 		$664K Sell
2,292
-468
-17% -$141K 0.01% 655
2024
Q3 		$465K Sell
2,760
-260
-9% -$37.2K ﹤0.01% 746
2024
Q2 		$416K Sell
3,020
-200
-6% -$28.8K ﹤0.01% 754
2024
Q1 		$549K Buy
+3,220
New +$294K ﹤0.01% 716
2023
Q3 		– Sell
-31,500
Closed -$1.08M – 879
2023
Q2 		$1.08M Sell
31,500
-15,940
-34% -$483K 0.01% 539
2023
Q1 		$1.39M Sell
47,440
-58,190
-55% -$1.42M 0.01% 512
2022
Q4 		$1.5M Sell
105,630
-7,330
-6% -$150K 0.01% 538
2022
Q3 		$2.4M Sell
112,960
-1,450
-1% -$36.4K 0.01% 443
2022
Q2 		$1.88M Buy
114,410
+3,060
+3% +$88.5K 0.01% 504
2022
Q1 		$5.42M Buy
111,350
+5,300
+5% +$229K 0.03% 357
2021
Q4 		$5.77M Buy
106,050
+9,720
+10% +$668K 0.03% 354
2021
Q3 		$5.57M Buy
96,330
+6,740
+8% +$432K 0.03% 363
2021
Q2 		$5.95M Buy
89,590
+4,370
+5% +$259K 0.03% 355
2021
Q1 		$5.79M Buy
85,220
+31,920
+60% +$2.25M 0.03% 341
2020
Q4 		$2.07M Buy
+53,300
New +$1.24M 0.01% 497

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

United Capital Financial Advisors's MSTR Position: Q1 2026 in Review

United Capital Financial Advisors increased its Strategy Inc (MSTR) stake by 20% in Q1 2026, buying an estimated $88.9K and bringing the position to 3,806 shares worth $475K. The position accounts for ﹤0.01% of the portfolio, ranked #1093.

United Capital Financial Advisors first reported a position in MSTR in Q4 2020 and has held it in 20 quarters since. The position peaked at $5.95M in Q2 2021. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • United Capital Financial Advisors held 3,806 shares of Strategy Inc worth $475K as of Q1 2026.
  • United Capital Financial Advisors bought 622 Strategy Inc shares in Q1 2026, an estimated $88.9K.
  • Strategy Inc made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1093 holding.
  • United Capital Financial Advisors first reported a position in Strategy Inc in Q4 2020 and has held it in 20 quarters since.
  • United Capital Financial Advisors's Strategy Inc position peaked at $5.95M in Q2 2021.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.