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Ausdal Financial Partners’s Strategy Inc MSTR Stock Holding History

Ausdal Financial Partners’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 		$1.43M Buy
11,442
+1,048
+10% +$150K 0.06% 295
2025
Q4 		$1.58M Buy
10,394
+7,776
+297% +$1.79M 0.07% 266
2025
Q3 		$844K Sell
2,618
-49
-2% -$18.2K 0.04% 400
2025
Q2 		$1.08M Buy
2,667
+860
+48% +$313K 0.07% 249
2025
Q1 		$521K Sell
1,807
-55
-3% -$17.5K 0.04% 383
2024
Q4 		$539K Buy
1,862
+563
+43% +$169K 0.05% 342
2024
Q3 		$219K Sell
1,299
-161
-11% -$23K 0.02% 478
2024
Q2 		$201K Hold
1,460
– – 0.02% 472
2024
Q1 		$249K Buy
+1,460
New +$133K 0.03% 404

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

Ausdal Financial Partners's MSTR Position: Q1 2026 in Review

Ausdal Financial Partners increased its Strategy Inc (MSTR) stake by 10% in Q1 2026, buying an estimated $150K and bringing the position to 11,442 shares worth $1.43M. The position accounts for 0.06% of the portfolio, ranked #295.

Ausdal Financial Partners first reported a position in MSTR in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.58M in Q4 2025. 938 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Ausdal Financial Partners held 11,442 shares of Strategy Inc worth $1.43M as of Q1 2026.
  • Ausdal Financial Partners bought 1,048 Strategy Inc shares in Q1 2026, an estimated $150K.
  • Strategy Inc made up 0.06% of Ausdal Financial Partners's portfolio in Q1 2026, its #295 holding.
  • Ausdal Financial Partners first reported a position in Strategy Inc in Q1 2024 and has held it in 9 quarters since.
  • Ausdal Financial Partners's Strategy Inc position peaked at $1.58M in Q4 2025.
  • 938 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.