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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 		$261K Buy
+3,000
New +$435K 0.02% 234

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
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.