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MSTRMSTR
18 quarters

Position history for Kestra Advisory Services, LLCKestra Advisory Services, LLC's holdings in STRATEGY INC

Kestra Advisory Services, LLC holds 57,056 shares of MSTR (STRATEGY INC), worth $5M as of 2026-Q2. The position was decreased (-0.7% shares). MSTR represents 0.0% of Kestra Advisory Services, LLC's portfolio.

Current Value

$5M

Current Shares

57,056

Total Value Change

+$4.7M

Total Shares Change

+56,505

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
57,056
-0.7%
$5M0.0%$86.93
0
2026-Q1
Increased
57,449
+6.3%
$7.2M0.0%$132.68
29
2025-Q4
Decreased
54,030
-3.0%
$8.2M0.0%$155.61
0
2025-Q3
Decreased
55,731
-5.8%
$18M0.1%$326.42
0
2025-Q2
Increased
59,167
+2.3%
$23.9M0.1%$383.88
35
2025-Q1
Decreased
57,831
-10.5%
$16.7M0.1%$289.41
0
2024-Q4
Increased
64,612
+71.7%
$18.7M0.1%$302.96
51
2024-Q3
Increased
37,630
+557.5%
$6.3M0.0%$176.22
44
2024-Q2
Increased
5,723
+7.2%
$7.7M0.0%$137.75
29
2024-Q1
Increased
5,341
+16.9%
$9.1M0.1%$170.46
32
2023-Q4
Increased
4,571
+20.0%
$2.9M0.0%$63.16
31
2023-Q3
Increased
3,809
+369.7%
$1.3M0.0%$32.83
41
2023-Q2
New
811
-
$277,7030.0%$34.03
32
2022-Q4
Exited
0
-100.0%
$00.0%$14.16
0
2022-Q3
New
3,396
-
$721,0000.0%$21.18
34
2021-Q2
Exited
0
-100.0%
$00.0%$66.90
0
2021-Q1
Decreased
423
-23.2%
$287,0000.0%$65.40
0
2020-Q4
New
551
-
$215,0000.0%$39.00
32

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

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