AWM
STRK

Activest Wealth Management’s Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock STRK Stock Holding History

Activest Wealth Management’s Portfolio STRK Stock Details STRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-205
Closed -$14.5K – 1520
2026
Q1 		$14.5K Hold
205
– – ﹤0.01% 602
2025
Q4 		$16.1K Hold
205
– – ﹤0.01% 561
2025
Q3 		$18.8K Buy
+205
New +$21.3K ﹤0.01% 392

Other funds holding STRK

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
UIA
Ulland Investment Advisors Minneapolis, Minnesota $136M AUM 32.68% 1-Year Est. Return
AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Activest Wealth Management's STRK Position: Q2 2026 in Review

Activest Wealth Management sold out of Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock (STRK) in Q2 2026, closing a stake of 205 shares — an estimated $14.5K sold.

Activest Wealth Management first reported a position in STRK in Q3 2025 and held it in 3 quarters. The position peaked at $18.8K in Q3 2025. 9 funds tracked by Wall St. Rank hold STRK as of Q2 2026.

  • Activest Wealth Management reported no remaining Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock position as of Q2 2026 after selling out during the quarter.
  • Activest Wealth Management sold 205 Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock shares in Q2 2026, an estimated $14.5K.
  • Activest Wealth Management first reported a position in Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock in Q3 2025 and held it in 3 quarters.
  • Activest Wealth Management's Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock position peaked at $18.8K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.