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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
2025
Q4 		– Hold
0
– -$32.2K – 743
2025
Q3 		– Hold
0
– – – 292
2025
Q2 		– Hold
0
– – – 206
2025
Q1 		– Hold
0
– – – 209

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.