Beaird Harris Wealth Management’s Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock STRK Stock Holding History

Beaird Harris Wealth Management’s Portfolio STRK Stock Details STRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$65.5K	Buy	1,113 +25	+2%	+$1.78K	﹤0.01%	238
2026 Q1	$76.9K	Sell	1,088 -5,248	-83%	-$420K	0.01%	207
2025 Q4	$499K	Hold	6,336	–	–	0.03%	94
2025 Q3	$581K	Buy	6,336 +90	+1%	+$9.36K	0.04%	88
2025 Q2	$756K	Sell	6,246 -38	-0.6%	-$3.63K	0.06%	73
2025 Q1	$528K	Buy	+6,284	New	+$562K	0.04%	78

Other funds holding STRK

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

GCM

Greenland Capital Management New York $812M AUM 45.54% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return

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

Beaird Harris Wealth Management increased its Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock (STRK) stake by 2.3% in Q2 2026, buying an estimated $1.78K and bringing the position to 1,113 shares worth $65.5K. The position accounts for ﹤0.01% of the portfolio, ranked #238.

Beaird Harris Wealth Management first reported a position in STRK in Q1 2025 and has held it in 6 quarters since. The position peaked at $756K in Q2 2025. 84 funds tracked by Wall St. Rank hold STRK as of Q2 2026.

Beaird Harris Wealth Management held 1,113 shares of Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock worth $65.5K as of Q2 2026.
Beaird Harris Wealth Management bought 25 Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock shares in Q2 2026, an estimated $1.78K.
Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #238 holding.
Beaird Harris Wealth Management first reported a position in Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock in Q1 2025 and has held it in 6 quarters since.
Beaird Harris Wealth Management's Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock position peaked at $756K in Q2 2025.
84 funds tracked by Wall St. Rank held Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock as of Q2 2026.

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