Curio Wealth’s Strategy Inc MSTR Stock Holding History

Curio Wealth’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	-30	Closed	-$3.74K	–	742
2026 Q1	$3.74K	Buy	+30	New	+$4.29K	﹤0.01%	276

Other funds holding MSTR

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Curio Wealth's MSTR Position: Q2 2026 in Review

Curio Wealth sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 30 shares — an estimated $3.74K sold.

Curio Wealth first reported a position in MSTR in Q1 2026 and held it in 1 quarter. The position peaked at $3.74K in Q1 2026. 853 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Curio Wealth reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 30 Strategy Inc shares in Q2 2026, an estimated $3.74K.
Curio Wealth first reported a position in Strategy Inc in Q1 2026 and held it in 1 quarter.
Curio Wealth's Strategy Inc position peaked at $3.74K in Q1 2026.
853 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.