BHWM
MSTR icon

Beaird Harris Wealth Management’s Strategy Inc MSTR Stock Holding History

Beaird Harris 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 		$3.66M Sell
42,138
-3,347
-7% -$486K 0.23% 45
2026
Q1 		$5.68M Buy
45,485
+29,351
+182% +$4.2M 0.39% 34
2025
Q4 		$2.45M Buy
16,134
+42
+0.3% +$9.67K 0.17% 49
2025
Q3 		$5.18M Buy
16,092
+320
+2% +$119K 0.37% 36
2025
Q2 		$6.38M Buy
15,772
+1,665
+12% +$606K 0.49% 31
2025
Q1 		$4.07M Buy
14,107
+4,807
+52% +$1.53M 0.35% 37
2024
Q4 		$2.69M Buy
9,300
+4,660
+100% +$1.4M 0.23% 44
2024
Q3 		$782K Buy
4,640
+790
+21% +$113K 0.07% 69
2024
Q2 		$530K Buy
3,850
+2,640
+218% +$380K 0.05% 74
2024
Q1 		$206K Sell
1,210
-510
-30% -$46.5K 0.02% 115
2023
Q4 		$109K Hold
1,720
– – 0.01% 136
2023
Q3 		$56.5K Buy
1,720
+1,350
+365% +$50.8K 0.01% 166
2023
Q2 		$12.7K Hold
370
– – ﹤0.01% 255
2023
Q1 		$10.8K Hold
370
– – ﹤0.01% 263
2022
Q4 		$5.24K Hold
370
– – ﹤0.01% 406
2022
Q3 		$8K Hold
370
– – ﹤0.01% 304
2022
Q2 		$6K Buy
+370
New +$10.7K ﹤0.01% 293

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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
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
LW
Lauer Wealth Valparaiso, Indiana $167M AUM 23.59% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

Beaird Harris Wealth Management's MSTR Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its Strategy Inc (MSTR) stake by 7.4% in Q2 2026, selling an estimated $486K and leaving 42,138 shares worth $3.66M. The position accounts for 0.23% of the portfolio, ranked #45.

Beaird Harris Wealth Management first reported a position in MSTR in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.38M in Q2 2025. 94 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Beaird Harris Wealth Management held 42,138 shares of Strategy Inc worth $3.66M as of Q2 2026.
  • Beaird Harris Wealth Management sold 3,347 Strategy Inc shares in Q2 2026, an estimated $486K.
  • Strategy Inc made up 0.23% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Beaird Harris Wealth Management first reported a position in Strategy Inc in Q2 2022 and has held it in 17 quarters since.
  • Beaird Harris Wealth Management's Strategy Inc position peaked at $6.38M in Q2 2025.
  • 94 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.