Question 1

Does CAPTRUST Financial Advisors own MSTR stock?

Accepted Answer

Yes. As of its Q2 2026 13F, CAPTRUST Financial Advisors holds 92,582 shares of MSTR (Strategy), worth $8M.

Question 2

How many shares of MSTR does CAPTRUST Financial Advisors own?

Accepted Answer

As of its Q2 2026 13F, CAPTRUST Financial Advisors holds 92,582 shares of MSTR (Strategy).

Question 3

What is CAPTRUST Financial Advisors' MSTR position worth?

Accepted Answer

As of its Q2 2026 13F, CAPTRUST Financial Advisors' MSTR position is worth $8M.

Question 4

Is CAPTRUST Financial Advisors buying or selling MSTR?

Accepted Answer

In Q2 2026, CAPTRUST Financial Advisors reduced its MSTR position by 45,554 shares (-33.0%).

Question 5

When did CAPTRUST Financial Advisors first buy MSTR?

Accepted Answer

CAPTRUST Financial Advisors already held MSTR in its Q4 2018 13F, the earliest on record, and has listed it in 29 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	92,582	-33.0%	$8M	0.0%	$86.93	0
2026-Q1	Increased	138,136	+1451.2%	$17.2M	0.0%	$124.80	46
2025-Q4	Decreased	8,905	-29.1%	$1.4M	0.0%	$151.95	0
2025-Q3	Increased	12,561	+26.8%	$4M	0.0%	$322.21	33
2025-Q2	Increased	9,904	+26.2%	$4M	0.0%	$404.23	33
2025-Q1	Decreased	7,846	-2.5%	$2.3M	0.0%	$288.27	0
2024-Q4	Increased	8,050	+68.7%	$2.3M	0.0%	$289.62	39
2024-Q3	Increased	4,771	+13.9%	$804,374	0.0%	$168.60	28