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Calamos Wealth Management’s Strategy Inc MSTR Stock Holding History

Calamos 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
Q1 		– Sell
-1,507
Closed -$229K – 567
2025
Q4 		$229K Sell
1,507
-40
-3% -$9.21K 0.01% 413
2025
Q3 		$498K Buy
+1,547
New +$574K 0.02% 266

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Calamos Wealth Management's MSTR Position: Q1 2026 in Review

Calamos Wealth Management sold out of Strategy Inc (MSTR) in Q1 2026, closing a stake of 1,507 shares — an estimated $229K sold.

Calamos Wealth Management first reported a position in MSTR in Q3 2025 and held it in 2 quarters. The position peaked at $498K in Q3 2025. 940 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Calamos Wealth Management reported no remaining Strategy Inc position as of Q1 2026 after selling out during the quarter.
  • Calamos Wealth Management sold 1,507 Strategy Inc shares in Q1 2026, an estimated $229K.
  • Calamos Wealth Management first reported a position in Strategy Inc in Q3 2025 and held it in 2 quarters.
  • Calamos Wealth Management's Strategy Inc position peaked at $498K in Q3 2025.
  • 940 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.