Ewing Morris & Co Investment Partners’s Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock STRK Stock Holding History

Ewing Morris & Co Investment Partners’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 Q1	$755K	Buy	10,681 +1,189	+13%	+$95.2K	0.34%	54
2025 Q4	$757K	Buy	9,492 +251	+3%	+$21.6K	0.33%	58
2025 Q3	$847K	Buy	9,241 +340	+4%	+$35.4K	0.36%	57
2025 Q2	$1.08M	Buy	+8,901	New	+$851K	0.48%	50

Other funds holding STRK

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ewing Morris & Co Investment Partners's STRK Position: Q1 2026 in Review

Ewing Morris & Co Investment Partners increased its Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock (STRK) stake by 13% in Q1 2026, buying an estimated $95.2K and bringing the position to 10,681 shares worth $755K. The position accounts for 0.34% of the portfolio, ranked #54.

Ewing Morris & Co Investment Partners first reported a position in STRK in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.08M in Q2 2025. 92 funds tracked by Wall St. Rank hold STRK as of Q1 2026.

Ewing Morris & Co Investment Partners held 10,681 shares of Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock worth $755K as of Q1 2026.
Ewing Morris & Co Investment Partners bought 1,189 Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock shares in Q1 2026, an estimated $95.2K.
Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock made up 0.34% of Ewing Morris & Co Investment Partners's portfolio in Q1 2026, its #54 holding.
Ewing Morris & Co Investment Partners first reported a position in Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock in Q2 2025 and has held it in 4 quarters since.
Ewing Morris & Co Investment Partners's Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock position peaked at $1.08M in Q2 2025.
92 funds tracked by Wall St. Rank held Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock as of Q1 2026.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q1 2026, filed 11 May 2026.