Burk Holdings’s Strategy Inc MSTR Stock Holding History

Burk Holdings’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	$522	Hold	6	–	–	﹤0.01%	624
2026 Q1	$749	Buy	+6	New	+$858	﹤0.01%	623

Other funds holding MSTR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Burk Holdings's MSTR Position: Q2 2026 in Review

Burk Holdings held its Strategy Inc (MSTR) position steady in Q2 2026 at 6 shares worth $522. The position accounts for ﹤0.01% of the portfolio, ranked #624.

Burk Holdings first reported a position in MSTR in Q1 2026 and has held it in 2 quarters since. The position peaked at $749 in Q1 2026. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Burk Holdings held 6 shares of Strategy Inc worth $522 as of Q2 2026.
Burk Holdings left its Strategy Inc share count unchanged in Q2 2026.
Strategy Inc made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #624 holding.
Burk Holdings first reported a position in Strategy Inc in Q1 2026 and has held it in 2 quarters since.
Burk Holdings's Strategy Inc position peaked at $749 in Q1 2026.
852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.