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Diversify Wealth Management’s Strategy Inc MSTR Stock Holding History

Diversify 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 		$404K Buy
4,095
+2,137
+109% +$310K 0.01% 940
2026
Q1 		$310K Buy
+1,958
New +$280K 0.01% 951
2025
Q4 		– Sell
-786
Closed -$208K – 631
2025
Q3 		$208K Sell
786
-1,682
-68% -$624K 0.01% 513
2025
Q2 		$973K Sell
2,468
-1,960
-44% -$714K 0.06% 275
2025
Q1 		$1.69M Buy
4,428
+41
+0.9% +$13K 0.13% 182
2024
Q4 		$1.44M Buy
+4,387
New +$1.32M 0.11% 180

Other funds holding MSTR

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

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

Diversify Wealth Management increased its Strategy Inc (MSTR) stake by 109% in Q2 2026, buying an estimated $310K and bringing the position to 4,095 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #940.

Diversify Wealth Management first reported a position in MSTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.69M in Q1 2025. 850 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Diversify Wealth Management held 4,095 shares of Strategy Inc worth $404K as of Q2 2026.
  • Diversify Wealth Management bought 2,137 Strategy Inc shares in Q2 2026, an estimated $310K.
  • Strategy Inc made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #940 holding.
  • Diversify Wealth Management first reported a position in Strategy Inc in Q4 2024 and has held it in 6 quarters since.
  • Diversify Wealth Management's Strategy Inc position peaked at $1.69M in Q1 2025.
  • 850 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

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