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BigSur Wealth Management’s Strategy Inc MSTR Stock Holding History

BigSur 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 		$43.5K Hold
500
– – 0.01% 165
2026
Q1 		$62.4K Hold
500
– – 0.02% 158
2025
Q4 		$76K Buy
+500
New +$115K 0.02% 155

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Sumitomo Mitsui Trust Group
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
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
New York State Common Retirement Fund
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
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

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

BigSur Wealth Management held its Strategy Inc (MSTR) position steady in Q2 2026 at 500 shares worth $43.5K. The position accounts for 0.01% of the portfolio, ranked #165.

BigSur Wealth Management first reported a position in MSTR in Q4 2025 and has held it in 3 quarters since. The position peaked at $76K in Q4 2025. 328 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • BigSur Wealth Management held 500 shares of Strategy Inc worth $43.5K as of Q2 2026.
  • BigSur Wealth Management left its Strategy Inc share count unchanged in Q2 2026.
  • Strategy Inc made up 0.01% of BigSur Wealth Management's portfolio in Q2 2026, its #165 holding.
  • BigSur Wealth Management first reported a position in Strategy Inc in Q4 2025 and has held it in 3 quarters since.
  • BigSur Wealth Management's Strategy Inc position peaked at $76K in Q4 2025.
  • 328 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.