Arkadios Wealth Advisors’s Strategy Inc MSTR Stock Holding History

Arkadios Wealth Advisors’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 Q1	$917K	Buy	7,351 +1,907	+35%	+$273K	0.02%	830
2025 Q4	$827K	Sell	5,444 -221	-4%	-$50.9K	0.02%	780
2025 Q3	$1.83M	Buy	5,665 +185	+3%	+$68.6K	0.04%	423
2025 Q2	$2.22M	Buy	5,480 +47	+0.9%	+$17.1K	0.07%	321
2025 Q1	$1.57M	Buy	5,433 +1,679	+45%	+$533K	0.06%	346
2024 Q4	$1.09M	Buy	3,754 +894	+31%	+$269K	0.06%	311
2024 Q3	$482K	Buy	2,860 +390	+16%	+$55.8K	0.03%	548
2024 Q2	$340K	Buy	2,470 +550	+29%	+$79.3K	0.02%	595
2024 Q1	$327K	Buy	+1,920	New	+$175K	0.03%	513
2021 Q4	–	Sell	-30	Closed	-$1K	–	1317
2021 Q3	$1K	Hold	30	–	–	﹤0.01%	1820
2021 Q2	$1K	Hold	30	–	–	﹤0.01%	1909
2021 Q1	$2K	Hold	30	–	–	﹤0.01%	1531
2020 Q4	$1K	Buy	+30	New	+$701	﹤0.01%	1327

Other funds holding MSTR

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arkadios Wealth Advisors's MSTR Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Strategy Inc (MSTR) stake by 35% in Q1 2026, buying an estimated $273K and bringing the position to 7,351 shares worth $917K. The position accounts for 0.02% of the portfolio, ranked #830.

Arkadios Wealth Advisors first reported a position in MSTR in Q4 2020 and has held it in 13 quarters since. The position peaked at $2.22M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

Arkadios Wealth Advisors held 7,351 shares of Strategy Inc worth $917K as of Q1 2026.
Arkadios Wealth Advisors bought 1,907 Strategy Inc shares in Q1 2026, an estimated $273K.
Strategy Inc made up 0.02% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #830 holding.
Arkadios Wealth Advisors first reported a position in Strategy Inc in Q4 2020 and has held it in 13 quarters since.
Arkadios Wealth Advisors's Strategy Inc position peaked at $2.22M in Q2 2025.
937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.