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ClientFirst Wealth Management’s Strategy Inc MSTR Stock Holding History

ClientFirst 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
-1,900
Closed -$237K – 54
2026
Q1 		$237K Hold
1,900
– – 0.2% 45
2025
Q4 		$289K Buy
+1,900
New +$437K 0.23% 40

Other funds holding MSTR

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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

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

ClientFirst Wealth Management sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 1,900 shares — an estimated $237K sold.

ClientFirst Wealth Management first reported a position in MSTR in Q4 2025 and held it in 2 quarters. The position peaked at $289K in Q4 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • ClientFirst Wealth Management reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
  • ClientFirst Wealth Management sold 1,900 Strategy Inc shares in Q2 2026, an estimated $237K.
  • ClientFirst Wealth Management first reported a position in Strategy Inc in Q4 2025 and held it in 2 quarters.
  • ClientFirst Wealth Management's Strategy Inc position peaked at $289K in Q4 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on ClientFirst Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.