Valeo Financial Advisors’s Strategy Inc MSTR Stock Holding History

Valeo 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 Q2	$421K	Buy	4,847 +748	+18%	+$109K	0.01%	504
2026 Q1	$512K	Buy	4,099 +2,249	+122%	+$322K	0.01%	401
2025 Q4	$281K	Sell	1,850 -1,576	-46%	-$363K	0.01%	647
2025 Q3	$1.1M	Sell	3,426 -73	-2%	-$27.1K	0.03%	281
2025 Q2	$1.41M	Sell	3,499 -263	-7%	-$95.8K	0.03%	218
2025 Q1	$1.08M	Buy	3,762 +1,785	+90%	+$567K	0.03%	249
2024 Q4	$572K	Buy	1,977 +1,537	+349%	+$462K	0.02%	382
2024 Q3	$74.2K	Buy	+440	New	+$62.9K	﹤0.01%	682
2021 Q2	–	Sell	-50	Closed	-$3K	–	1308
2021 Q1	$3K	Buy	+50	New	+$3.53K	﹤0.01%	1715

Other funds holding MSTR

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Valeo Financial Advisors's MSTR Position: Q2 2026 in Review

Valeo Financial Advisors increased its Strategy Inc (MSTR) stake by 18% in Q2 2026, buying an estimated $109K and bringing the position to 4,847 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #504.

Valeo Financial Advisors first reported a position in MSTR in Q1 2021 and has held it in 9 quarters since. The position peaked at $1.41M in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Valeo Financial Advisors held 4,847 shares of Strategy Inc worth $421K as of Q2 2026.
Valeo Financial Advisors bought 748 Strategy Inc shares in Q2 2026, an estimated $109K.
Strategy Inc made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #504 holding.
Valeo Financial Advisors first reported a position in Strategy Inc in Q1 2021 and has held it in 9 quarters since.
Valeo Financial Advisors's Strategy Inc position peaked at $1.41M in Q2 2025.
851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.