AWE
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Avidian Wealth Enterprises’s Strategy Inc MSTR Stock Holding History

Avidian Wealth Enterprises’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 		– Sell
-1,814
Closed -$226K – 754
2026
Q1 		$226K Buy
+1,814
New +$259K 0.01% 617
2025
Q4 		– Sell
-795
Closed -$256K – 593
2025
Q3 		$256K Sell
795
-400
-33% -$148K 0.01% 499
2025
Q2 		$483K Buy
1,195
+227
+23% +$82.7K 0.02% 343
2025
Q1 		$279K Buy
+968
New +$307K 0.01% 437
2024
Q1 		– Sell
-3,740
Closed -$236K – 452
2023
Q4 		$236K Buy
+3,740
New +$177K 0.01% 381
2021
Q2 		– Sell
-22,000
Closed -$1.49M – 404
2021
Q1 		$1.49M Buy
22,000
+4,000
+22% +$283K 0.13% 97
2020
Q4 		$699K Buy
+18,000
New +$420K 0.07% 140

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

Avidian Wealth Enterprises's MSTR Position: Q2 2026 in Review

Avidian Wealth Enterprises sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 1,814 shares — an estimated $226K sold.

Avidian Wealth Enterprises first reported a position in MSTR in Q4 2020 and held it in 7 quarters. The position peaked at $1.49M in Q1 2021. 850 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Avidian Wealth Enterprises reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 1,814 Strategy Inc shares in Q2 2026, an estimated $226K.
  • Avidian Wealth Enterprises first reported a position in Strategy Inc in Q4 2020 and held it in 7 quarters.
  • Avidian Wealth Enterprises's Strategy Inc position peaked at $1.49M in Q1 2021.
  • 850 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.