Arax Advisory Partners’s Strategy Inc MSTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$113K Sell
800
-1,901
-70% -$276K ﹤0.01% 2637
2026
Q1
$337K Sell
2,701
-249
-8% -$35.6K 0.01% 807
2025
Q4
$448K Buy
+2,950
New +$679K 0.01% 639
2025
Q3
– Sell
-857
Closed -$827K – 4057
2025
Q2
$827K Buy
+857
New +$312K 0.04% 282

Other funds holding MSTR

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. 853 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.
  • 853 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.