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Abound Wealth Management’s Strategy Inc MSTR Stock Holding History

Abound Wealth Management’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 		$91.8K Buy
1,057
+310
+41% +$45K 0.02% 175
2026
Q1 		$93.2K Hold
747
– – 0.02% 158
2025
Q4 		$113K Sell
747
-442
-37% -$102K 0.03% 129
2025
Q3 		$383K Buy
1,189
+30
+3% +$11.1K 0.1% 51
2025
Q2 		$468K Sell
1,159
-157
-12% -$57.2K 0.13% 46
2025
Q1 		$379K Buy
1,316
+311
+31% +$98.7K 0.13% 46
2024
Q4 		$291K Buy
1,005
+403
+67% +$121K 0.09% 51
2024
Q3 		$102K Buy
602
+472
+363% +$67.5K 0.03% 104
2024
Q2 		$18K Hold
130
– – 0.01% 269
2024
Q1 		$22.2K Buy
+130
New +$11.9K 0.01% 229

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

Abound Wealth Management's MSTR Position: Q2 2026 in Review

Abound Wealth Management increased its Strategy Inc (MSTR) stake by 41% in Q2 2026, buying an estimated $45K and bringing the position to 1,057 shares worth $91.8K. The position accounts for 0.02% of the portfolio, ranked #175.

Abound Wealth Management first reported a position in MSTR in Q1 2024 and has held it in 10 quarters since. The position peaked at $468K in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Abound Wealth Management held 1,057 shares of Strategy Inc worth $91.8K as of Q2 2026.
  • Abound Wealth Management bought 310 Strategy Inc shares in Q2 2026, an estimated $45K.
  • Strategy Inc made up 0.02% of Abound Wealth Management's portfolio in Q2 2026, its #175 holding.
  • Abound Wealth Management first reported a position in Strategy Inc in Q1 2024 and has held it in 10 quarters since.
  • Abound Wealth Management's Strategy Inc position peaked at $468K in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.