CX Institutional’s Strategy Inc MSTR Stock Holding History

CX Institutional’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	$201K	Buy	2,316 +1,024	+79%	+$149K	0.01%	739
2026 Q1	$161K	Buy	1,292 +752	+139%	+$108K	﹤0.01%	774
2025 Q4	$82K	Buy	540 +145	+37%	+$33.4K	﹤0.01%	887
2025 Q3	$127K	Buy	395 +113	+40%	+$41.9K	﹤0.01%	789
2025 Q2	$114K	Sell	282 -9	-3%	-$3.28K	﹤0.01%	746
2025 Q1	$84K	Buy	+291	New	+$92.4K	﹤0.01%	773
2022 Q3	–	Sell	-100	Closed	-$2K	–	892
2022 Q2	$2K	Buy	+100	New	+$2.89K	﹤0.01%	1102

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

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

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

CX Institutional's MSTR Position: Q2 2026 in Review

CX Institutional increased its Strategy Inc (MSTR) stake by 79% in Q2 2026, buying an estimated $149K and bringing the position to 2,316 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #739.

CX Institutional first reported a position in MSTR in Q2 2022 and has held it in 7 quarters since. 111 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

CX Institutional held 2,316 shares of Strategy Inc worth $201K as of Q2 2026.
CX Institutional bought 1,024 Strategy Inc shares in Q2 2026, an estimated $149K.
Strategy Inc made up 0.01% of CX Institutional's portfolio in Q2 2026, its #739 holding.
CX Institutional first reported a position in Strategy Inc in Q2 2022 and has held it in 7 quarters since.
111 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.