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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
Q2 		$501K Sell
5,766
-1,585
-22% -$230K 0.01% 1124
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
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arkadios Wealth Advisors's MSTR Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Strategy Inc (MSTR) stake by 22% in Q2 2026, selling an estimated $230K and leaving 5,766 shares worth $501K. The position accounts for 0.01% of the portfolio, ranked #1124.

Arkadios Wealth Advisors first reported a position in MSTR in Q4 2020 and has held it in 14 quarters since. The position peaked at $2.22M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Arkadios Wealth Advisors held 5,766 shares of Strategy Inc worth $501K as of Q2 2026.
  • Arkadios Wealth Advisors sold 1,585 Strategy Inc shares in Q2 2026, an estimated $230K.
  • Strategy Inc made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1124 holding.
  • Arkadios Wealth Advisors first reported a position in Strategy Inc in Q4 2020 and has held it in 14 quarters since.
  • Arkadios Wealth Advisors's Strategy Inc position peaked at $2.22M in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.