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 Q2	$339K	Buy	3,900 +670	+21%	+$97.3K	0.03%	207
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 $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

Cardiff Park Advisors's MSTR Position: Q2 2026 in Review

Cardiff Park Advisors increased its Strategy Inc (MSTR) stake by 21% in Q2 2026, buying an estimated $97.3K and bringing the position to 3,900 shares worth $339K. The position accounts for 0.03% of the portfolio, ranked #207.

Cardiff Park Advisors first reported a position in MSTR in Q3 2023 and has held it in 10 quarters since. The position peaked at $4.36M in Q1 2024. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Cardiff Park Advisors held 3,900 shares of Strategy Inc worth $339K as of Q2 2026.
Cardiff Park Advisors bought 670 Strategy Inc shares in Q2 2026, an estimated $97.3K.
Strategy Inc made up 0.03% of Cardiff Park Advisors's portfolio in Q2 2026, its #207 holding.
Cardiff Park Advisors first reported a position in Strategy Inc in Q3 2023 and has held it in 10 quarters since.
Cardiff Park Advisors's Strategy Inc position peaked at $4.36M in Q1 2024.
852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.