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Position history for FIRST TRUST ADVISORS LPFIRST TRUST ADVISORS LP's holdings in STRATEGY INC

FIRST TRUST ADVISORS LP holds 855,839 shares of MSTR (STRATEGY INC), worth $74.4M as of 2026-Q2. The position was increased (+13.2% shares). MSTR represents 0.0% of FIRST TRUST ADVISORS LP's portfolio.

Current Value

$74.4M

Current Shares

855,839

Total Value Change

+$55.2M

Total Shares Change

+741,782

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
855,839
+13.2%
$74.4M0.0%$86.93
34
2026-Q1
Increased
755,890
+24.3%
$94.3M0.1%$132.68
36
2025-Q4
Increased
608,328
+47.4%
$92.4M0.1%$155.61
41
2025-Q3
Increased
412,637
+18.3%
$133M0.1%$326.42
35
2025-Q2
Decreased
348,731
-26.6%
$141M0.1%$383.88
0
2025-Q1
Increased
475,429
+13.9%
$137.1M0.1%$289.41
41
2024-Q4
Increased
417,574
+266.1%
$120.9M0.1%$302.96
58
2024-Q3
Increased
114,057
+967.0%
$19.2M0.0%$176.22
46

Other major holders of MSTR: VANGUARD GROUP INC, Capital International Investors, BlackRock, Inc.

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