Centurion Wealth Management
MSTR icon

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
Q3 		$245K Buy
+1,600
New +$185K 0.06% 248
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

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Centurion Wealth Management's MSTR Position: Q3 2026 in Review

Centurion Wealth Management opened a new position in Strategy Inc (MSTR) in Q3 2026: 1,600 shares worth $245K. The stake represents 0.06% of the portfolio and ranks #248 among its holdings. This is a return to the name: Centurion Wealth Management previously reported a position in MSTR as recently as Q1 2026.

Centurion Wealth Management first reported a position in MSTR in Q2 2025 and has held it in 5 quarters since. The position peaked at $653K in Q2 2025. 166 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • Centurion Wealth Management held 1,600 shares of Strategy Inc worth $245K as of Q3 2026.
  • Strategy Inc was a new Centurion Wealth Management position in Q3 2026.
  • Strategy Inc made up 0.06% of Centurion Wealth Management's portfolio in Q3 2026, its #248 holding.
  • Centurion Wealth Management first reported a position in Strategy Inc in Q2 2025 and has held it in 5 quarters since.
  • Centurion Wealth Management's Strategy Inc position peaked at $653K in Q2 2025.
  • 166 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.