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Ares Financial Consulting’s Strategy Inc MSTR Stock Holding History

Ares Financial Consulting’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 		$956 Sell
11
-784
-99% -$114K ﹤0.01% 1015
2026
Q1 		$97.6K Buy
+795
New +$114K 0.08% 136

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ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AV
Aspiring Ventures Cincinnati, Ohio $411M AUM 21.06% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Ares Financial Consulting's MSTR Position: Q2 2026 in Review

Ares Financial Consulting reduced its Strategy Inc (MSTR) stake by 99% in Q2 2026, selling an estimated $114K and leaving 11 shares worth $956. The position accounts for ﹤0.01% of the portfolio, ranked #1015.

Ares Financial Consulting first reported a position in MSTR in Q1 2026 and has held it in 2 quarters since. The position peaked at $97.6K in Q1 2026. 373 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Ares Financial Consulting held 11 shares of Strategy Inc worth $956 as of Q2 2026.
  • Ares Financial Consulting sold 784 Strategy Inc shares in Q2 2026, an estimated $114K.
  • Strategy Inc made up ﹤0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #1015 holding.
  • Ares Financial Consulting first reported a position in Strategy Inc in Q1 2026 and has held it in 2 quarters since.
  • Ares Financial Consulting's Strategy Inc position peaked at $97.6K in Q1 2026.
  • 373 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.