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Centurion Wealth Management’s Strategy Inc MSTR Stock Holding History

Centurion Wealth Management’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 		– Sell
-1,615
Closed -$202K – 309
2026
Q1 		$202K Hold
1,615
– – 0.05% 300
2025
Q4 		$245K Hold
1,615
– – 0.05% 266
2025
Q3 		$520K Hold
1,615
– – 0.12% 152
2025
Q2 		$653K Buy
+1,615
New +$588K 0.19% 95

Other funds holding MSTR

OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
LW
Lauer Wealth Valparaiso, Indiana $167M AUM 23.59% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Centurion Wealth Management's MSTR Position: Q2 2026 in Review

Centurion Wealth Management sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 1,615 shares — an estimated $202K sold.

Centurion Wealth Management first reported a position in MSTR in Q2 2025 and held it in 4 quarters. The position peaked at $653K in Q2 2025. 94 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Centurion Wealth Management reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
  • Centurion Wealth Management sold 1,615 Strategy Inc shares in Q2 2026, an estimated $202K.
  • Centurion Wealth Management first reported a position in Strategy Inc in Q2 2025 and held it in 4 quarters.
  • Centurion Wealth Management's Strategy Inc position peaked at $653K in Q2 2025.
  • 94 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.