Cambridge Investment Research Advisors’s Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock STRK Stock Holding History

Cambridge Investment Research Advisors’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 Q1	$1.2M	Sell	16,997 -500	-3%	-$40K	﹤0.01%	2003
2025 Q4	$1.38M	Sell	17,497 -322	-2%	-$27.7K	﹤0.01%	1847
2025 Q3	$1.63M	Sell	17,819 -13,126	-42%	-$1.37M	﹤0.01%	1661
2025 Q2	$3.75M	Buy	30,945 +2,012	+7%	+$192K	0.01%	1015
2025 Q1	$2.43M	Buy	+28,933	New	+$2.59M	0.01%	1223

Other funds holding STRK

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cambridge Investment Research Advisors's STRK Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock (STRK) stake by 2.9% in Q1 2026, selling an estimated $40K and leaving 16,997 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2003.

Cambridge Investment Research Advisors first reported a position in STRK in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.75M in Q2 2025. 92 funds tracked by Wall St. Rank hold STRK as of Q1 2026.

Cambridge Investment Research Advisors held 16,997 shares of Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock worth $1.2M as of Q1 2026.
Cambridge Investment Research Advisors sold 500 Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock shares in Q1 2026, an estimated $40K.
Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2003 holding.
Cambridge Investment Research Advisors first reported a position in Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock in Q1 2025 and has held it in 5 quarters since.
Cambridge Investment Research Advisors's Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock position peaked at $3.75M in Q2 2025.
92 funds tracked by Wall St. Rank held Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.