B. Riley Wealth Advisors’s Strategy Inc MSTR Stock Holding History

B. Riley 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	$560K	Buy	6,046 +1,042	+21%	+$151K	0.03%	442
2026 Q1	$608K	Buy	5,004 +305	+6%	+$43.6K	0.04%	396
2025 Q4	$714K	Sell	4,699 -323	-6%	-$74.4K	0.03%	420
2025 Q3	$1.62M	Buy	5,022 +107	+2%	+$39.7K	0.07%	247
2025 Q2	$1.99M	Buy	+4,915	New	+$1.79M	0.09%	211
2024 Q4	$853K	Buy	2,945 +1,423	+93%	+$428K	0.03%	506
2024 Q3	$254K	Buy	+1,522	New	+$218K	0.01%	1037
2022 Q2	–	Sell	-5,090	Closed	-$248K	–	1331
2022 Q1	$248K	Buy	5,090 +540	+12%	+$23.4K	0.01%	1100
2021 Q4	$248K	Buy	+4,550	New	+$313K	0.01%	1166

Other funds holding MSTR

OIAM

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

STAS

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Lauer Wealth Valparaiso, Indiana $167M AUM 23.59% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

KIG

Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

B. Riley Wealth Advisors's MSTR Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Strategy Inc (MSTR) stake by 21% in Q2 2026, buying an estimated $151K and bringing the position to 6,046 shares worth $560K. The position accounts for 0.03% of the portfolio, ranked #442.

B. Riley Wealth Advisors first reported a position in MSTR in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.99M in Q2 2025. 111 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

B. Riley Wealth Advisors held 6,046 shares of Strategy Inc worth $560K as of Q2 2026.
B. Riley Wealth Advisors bought 1,042 Strategy Inc shares in Q2 2026, an estimated $151K.
Strategy Inc made up 0.03% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #442 holding.
B. Riley Wealth Advisors first reported a position in Strategy Inc in Q4 2021 and has held it in 9 quarters since.
B. Riley Wealth Advisors's Strategy Inc position peaked at $1.99M in Q2 2025.
111 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.