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Centaurus Financial’s Strategy Inc MSTR Stock Holding History

Centaurus Financial’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 		$849K Sell
6,800
-56
-0.8% -$8.01K 0.04% 383
2025
Q4 		$1.04M Buy
6,856
+137
+2% +$31.5K 0.05% 333
2025
Q3 		$2.17M Buy
6,719
+877
+15% +$325K 0.1% 192
2025
Q2 		$2.36M Buy
5,842
+126
+2% +$45.9K 0.14% 168
2025
Q1 		$1.65M Buy
5,716
+718
+14% +$228K 0.1% 190
2024
Q4 		$1.45M Buy
4,998
+2,966
+146% +$892K 0.09% 213
2024
Q3 		$343K Buy
2,032
+812
+67% +$116K 0.02% 496
2024
Q2 		$168K Hold
1,220
– – 0.01% 650
2024
Q1 		$208K Buy
+1,220
New +$111K 0.01% 606
2022
Q2 		– Sell
-2,120
Closed -$103K – 894
2022
Q1 		$103K Hold
2,120
– – 0.01% 863
2021
Q4 		$115K Hold
2,120
– – 0.01% 853
2021
Q3 		$123K Buy
2,120
+440
+26% +$28.2K 0.01% 798
2021
Q2 		$112K Sell
1,680
-370
-18% -$21.9K 0.01% 837
2021
Q1 		$139K Buy
+2,050
New +$145K 0.01% 694

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 $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
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 $2.9T AUM 29.55% 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

Centaurus Financial's MSTR Position: Q1 2026 in Review

Centaurus Financial reduced its Strategy Inc (MSTR) stake by 0.82% in Q1 2026, selling an estimated $8.01K and leaving 6,800 shares worth $849K. The position accounts for 0.04% of the portfolio, ranked #383.

Centaurus Financial first reported a position in MSTR in Q1 2021 and has held it in 14 quarters since. The position peaked at $2.36M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Centaurus Financial held 6,800 shares of Strategy Inc worth $849K as of Q1 2026.
  • Centaurus Financial sold 56 Strategy Inc shares in Q1 2026, an estimated $8.01K.
  • Strategy Inc made up 0.04% of Centaurus Financial's portfolio in Q1 2026, its #383 holding.
  • Centaurus Financial first reported a position in Strategy Inc in Q1 2021 and has held it in 14 quarters since.
  • Centaurus Financial's Strategy Inc position peaked at $2.36M in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.