Arax Advisory Partners’s Strategy Inc MSTR Stock Holding History

Arax Advisory Partners’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	$800K	Buy	+9,206	New	+$1.34M	0.01%	1335
2025 Q3	–	Sell	-1,697	Closed	-$1.17M	–	4058
2025 Q2	$1.17M	Sell	1,697 -431	-20%	-$157K	0.05%	231
2025 Q1	$613K	Buy	2,128 +1,585	+292%	+$503K	0.04%	262
2024 Q4	$157K	Buy	543 +480	+762%	+$144K	0.01%	549
2024 Q3	$10.6K	Buy	63 +3	+5%	+$429	﹤0.01%	1386
2024 Q2	$8.27K	Buy	+60	New	+$8.64K	﹤0.01%	1363
2022 Q4	–	Sell	-240	Closed	-$5K	–	1320
2022 Q3	$5K	Buy	+240	New	+$6.02K	﹤0.01%	809

Other funds holding MSTR

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arax Advisory Partners's MSTR Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Strategy Inc (MSTR) in Q2 2026: 9,206 shares worth $800K. The stake represents 0.01% of the portfolio and ranks #1335 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in MSTR as recently as Q2 2025.

Arax Advisory Partners first reported a position in MSTR in Q3 2022 and has held it in 7 quarters since. The position peaked at $1.17M in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Arax Advisory Partners held 9,206 shares of Strategy Inc worth $800K as of Q2 2026.
Strategy Inc was a new Arax Advisory Partners position in Q2 2026.
Strategy Inc made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1335 holding.
Arax Advisory Partners first reported a position in Strategy Inc in Q3 2022 and has held it in 7 quarters since.
Arax Advisory Partners's Strategy Inc position peaked at $1.17M in Q2 2025.
851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.