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 Q2	$400K	Sell	6,798 -3,883	-36%	-$277K	0.21%	76
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 $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

Ewing Morris & Co Investment Partners's STRK Position: Q2 2026 in Review

Ewing Morris & Co Investment Partners reduced its Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock (STRK) stake by 36% in Q2 2026, selling an estimated $277K and leaving 6,798 shares worth $400K. The position accounts for 0.21% of the portfolio, ranked #76.

Ewing Morris & Co Investment Partners first reported a position in STRK in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.08M in Q2 2025. 84 funds tracked by Wall St. Rank hold STRK as of Q2 2026.

Ewing Morris & Co Investment Partners held 6,798 shares of Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock worth $400K as of Q2 2026.
Ewing Morris & Co Investment Partners sold 3,883 Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock shares in Q2 2026, an estimated $277K.
Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock made up 0.21% of Ewing Morris & Co Investment Partners's portfolio in Q2 2026, its #76 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 5 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.
84 funds tracked by Wall St. Rank held Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock as of Q2 2026.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.