Abound Financial’s Strategy Inc MSTR Stock Holding History

Abound Financial’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 Q1	$531K	Sell	4,256 -204	-5%	-$29.2K	0.23%	38
2025 Q4	$678K	Buy	4,460 +104	+2%	+$23.9K	0.26%	37
2025 Q3	$1.4M	Sell	4,356 -673	-13%	-$250K	0.56%	26
2025 Q2	$2.03M	Buy	5,029 +62	+1%	+$22.6K	0.89%	21
2025 Q1	$1.43M	Buy	4,967 +1,749	+54%	+$555K	0.72%	25
2024 Q4	$932K	Buy	+3,218	New	+$968K	0.47%	29

Other funds holding MSTR

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Abound Financial's MSTR Position: Q1 2026 in Review

Abound Financial reduced its Strategy Inc (MSTR) stake by 4.6% in Q1 2026, selling an estimated $29.2K and leaving 4,256 shares worth $531K. The position accounts for 0.23% of the portfolio, ranked #38.

Abound Financial first reported a position in MSTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.03M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

Abound Financial held 4,256 shares of Strategy Inc worth $531K as of Q1 2026.
Abound Financial sold 204 Strategy Inc shares in Q1 2026, an estimated $29.2K.
Strategy Inc made up 0.23% of Abound Financial's portfolio in Q1 2026, its #38 holding.
Abound Financial first reported a position in Strategy Inc in Q4 2024 and has held it in 6 quarters since.
Abound Financial's Strategy Inc position peaked at $2.03M in Q2 2025.
937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Abound Financial's 13F filing for Q1 2026, filed 4 May 2026.