Cardiff Park Advisors’s Strategy Inc MSTR Stock Holding History

Cardiff Park Advisors’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	$403K	Buy	3,230 +1,136	+54%	+$162K	0.03%	205
2025 Q4	$318K	Buy	2,094 +1,330	+174%	+$306K	0.03%	211
2025 Q3	$246K	Buy	764 +100	+15%	+$37.1K	0.02%	260
2025 Q2	$268K	Sell	664 -46	-6%	-$16.8K	0.02%	232
2025 Q1	$205K	Buy	+710	New	+$225K	0.02%	256
2024 Q3	–	Sell	-12,990	Closed	-$1.79M	–	350
2024 Q2	$1.79M	Sell	12,990 -12,610	-49%	-$1.82M	0.17%	72
2024 Q1	$4.36M	Buy	25,600 +250	+1%	+$22.8K	0.41%	45
2023 Q4	$1.6M	Hold	25,350	–	–	0.18%	67
2023 Q3	$832K	Buy	+25,350	New	+$955K	0.11%	97

Other funds holding MSTR

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cardiff Park Advisors's MSTR Position: Q1 2026 in Review

Cardiff Park Advisors increased its Strategy Inc (MSTR) stake by 54% in Q1 2026, buying an estimated $162K and bringing the position to 3,230 shares worth $403K. The position accounts for 0.03% of the portfolio, ranked #205.

Cardiff Park Advisors first reported a position in MSTR in Q3 2023 and has held it in 9 quarters since. The position peaked at $4.36M in Q1 2024. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

Cardiff Park Advisors held 3,230 shares of Strategy Inc worth $403K as of Q1 2026.
Cardiff Park Advisors bought 1,136 Strategy Inc shares in Q1 2026, an estimated $162K.
Strategy Inc made up 0.03% of Cardiff Park Advisors's portfolio in Q1 2026, its #205 holding.
Cardiff Park Advisors first reported a position in Strategy Inc in Q3 2023 and has held it in 9 quarters since.
Cardiff Park Advisors's Strategy Inc position peaked at $4.36M in Q1 2024.
937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.