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Dogwood Wealth Management’s Strategy Inc MSTR Stock Holding History

Dogwood 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 		$4K Buy
46
+6
+15% +$871 ﹤0.01% 548
2026
Q1 		$4.99K Sell
40
-150
-79% -$21.4K ﹤0.01% 475
2025
Q4 		$28.9K Buy
190
+140
+280% +$32.2K 0.01% 162
2025
Q3 		$16.1K Sell
50
-186
-79% -$69K 0.01% 214
2025
Q2 		$93.7K Buy
236
+60
+34% +$21.9K 0.05% 101
2025
Q1 		$50.7K Sell
176
-22
-11% -$6.99K 0.03% 121
2024
Q4 		$57.4K Buy
+198
New +$59.6K 0.03% 116
2024
Q3 		– Sell
-100
Closed -$13.8K – 603
2024
Q2 		$13.8K Buy
+100
New +$14.4K 0.01% 156

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

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

Dogwood Wealth Management increased its Strategy Inc (MSTR) stake by 15% in Q2 2026, buying an estimated $871 and bringing the position to 46 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Dogwood Wealth Management first reported a position in MSTR in Q2 2024 and has held it in 8 quarters since. The position peaked at $93.7K in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Dogwood Wealth Management held 46 shares of Strategy Inc worth $4K as of Q2 2026.
  • Dogwood Wealth Management bought 6 Strategy Inc shares in Q2 2026, an estimated $871.
  • Strategy Inc made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #548 holding.
  • Dogwood Wealth Management first reported a position in Strategy Inc in Q2 2024 and has held it in 8 quarters since.
  • Dogwood Wealth Management's Strategy Inc position peaked at $93.7K in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.