Axxcess Wealth Management’s Strategy Inc MSTR Stock Holding History

Axxcess Wealth Management’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	$522K	Sell	6,000 -6,155	-51%	-$893K	0.01%	703
2026 Q1	$1.52M	Buy	12,155 +953	+9%	+$136K	0.05%	206
2025 Q4	$1.7M	Buy	11,202 +1,986	+22%	+$457K	0.03%	403
2025 Q3	$2.97M	Buy	9,216 +1,056	+13%	+$392K	0.06%	241
2025 Q2	$3.3M	Buy	8,160 +15	+0.2%	+$5.46K	0.08%	202
2025 Q1	$2.35M	Buy	8,145 +1,835	+29%	+$583K	0.06%	241
2024 Q4	$1.83M	Buy	6,310 +4,310	+216%	+$1.3M	0.04%	298
2024 Q3	$337K	Hold	2,000	–	–	0.01%	655
2024 Q2	$275K	Hold	2,000	–	–	0.01%	681
2024 Q1	$341K	Buy	+2,000	New	+$182K	0.01%	636

Other funds holding MSTR

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Axxcess Wealth Management's MSTR Position: Q2 2026 in Review

Axxcess Wealth Management reduced its Strategy Inc (MSTR) stake by 51% in Q2 2026, selling an estimated $893K and leaving 6,000 shares worth $522K. The position accounts for 0.01% of the portfolio, ranked #703.

Axxcess Wealth Management first reported a position in MSTR in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.3M in Q2 2025. 346 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Axxcess Wealth Management held 6,000 shares of Strategy Inc worth $522K as of Q2 2026.
Axxcess Wealth Management sold 6,155 Strategy Inc shares in Q2 2026, an estimated $893K.
Strategy Inc made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #703 holding.
Axxcess Wealth Management first reported a position in Strategy Inc in Q1 2024 and has held it in 10 quarters since.
Axxcess Wealth Management's Strategy Inc position peaked at $3.3M in Q2 2025.
346 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.