AWA
MSTR icon

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 		$62.4K Sell
500
-600
-55% -$85.8K ﹤0.01% 1645
2025
Q4 		$167K Buy
1,100
+1,000
+1,000% +$230K ﹤0.01% 1468
2025
Q3 		$32.2K Buy
+100
New +$37.1K ﹤0.01% 1449
2025
Q1 		– Sell
-1,000
Closed -$290K – 1166
2024
Q4 		$290K Hold
1,000
– – 0.02% 728
2024
Q3 		$169K Buy
+1,000
New +$143K 0.01% 857

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
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.