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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
Q2 		$600K Buy
6,900
+100
+1% +$14.5K 0.02% 535
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 $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

Centaurus Financial's MSTR Position: Q2 2026 in Review

Centaurus Financial increased its Strategy Inc (MSTR) stake by 1.5% in Q2 2026, buying an estimated $14.5K and bringing the position to 6,900 shares worth $600K. The position accounts for 0.02% of the portfolio, ranked #535.

Centaurus Financial first reported a position in MSTR in Q1 2021 and has held it in 15 quarters since. The position peaked at $2.36M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Centaurus Financial held 6,900 shares of Strategy Inc worth $600K as of Q2 2026.
  • Centaurus Financial bought 100 Strategy Inc shares in Q2 2026, an estimated $14.5K.
  • Strategy Inc made up 0.02% of Centaurus Financial's portfolio in Q2 2026, its #535 holding.
  • Centaurus Financial first reported a position in Strategy Inc in Q1 2021 and has held it in 15 quarters since.
  • Centaurus Financial's Strategy Inc position peaked at $2.36M in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.