EverSource Wealth Advisors’s Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock STRK Stock Holding History

EverSource Wealth Advisors’s Portfolio STRK Stock Details STRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$962K	Buy	16,355 +14,891	+1,017%	+$1.06M	0.03%	365
2026 Q1	$104K	Buy	+1,464	New	+$117K	﹤0.01%	1405

Other funds holding STRK

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

GCM

Greenland Capital Management New York $812M AUM 45.54% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return

EverSource Wealth Advisors's STRK Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock (STRK) stake by 1,017% in Q2 2026, buying an estimated $1.06M and bringing the position to 16,355 shares worth $962K. The position accounts for 0.03% of the portfolio, ranked #365.

EverSource Wealth Advisors first reported a position in STRK in Q1 2026 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold STRK as of Q2 2026.

EverSource Wealth Advisors held 16,355 shares of Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock worth $962K as of Q2 2026.
EverSource Wealth Advisors bought 14,891 Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock shares in Q2 2026, an estimated $1.06M.
Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #365 holding.
EverSource Wealth Advisors first reported a position in Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock in Q1 2026 and has held it in 2 quarters since.
85 funds tracked by Wall St. Rank held Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.