VNA
MSTR icon

Valley National Advisers’s Strategy Inc MSTR Stock Holding History

Valley National Advisers’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 		$3.83K Hold
44
– – ﹤0.01% 740
2026
Q1 		$5K Hold
44
– – ﹤0.01% 686
2025
Q4 		$6K Buy
+44
New +$10.1K ﹤0.01% 677
2024
Q3 		– Sell
-20
Closed -$2K – 998
2024
Q2 		$2K Buy
+20
New +$2.88K ﹤0.01% 932

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Valley National Advisers's MSTR Position: Q2 2026 in Review

Valley National Advisers held its Strategy Inc (MSTR) position steady in Q2 2026 at 44 shares worth $3.83K. The position accounts for ﹤0.01% of the portfolio, ranked #740.

Valley National Advisers first reported a position in MSTR in Q2 2024 and has held it in 4 quarters since. The position peaked at $6K in Q4 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Valley National Advisers held 44 shares of Strategy Inc worth $3.83K as of Q2 2026.
  • Valley National Advisers left its Strategy Inc share count unchanged in Q2 2026.
  • Strategy Inc made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #740 holding.
  • Valley National Advisers first reported a position in Strategy Inc in Q2 2024 and has held it in 4 quarters since.
  • Valley National Advisers's Strategy Inc position peaked at $6K in Q4 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.