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Finer Wealth Management’s Strategy Inc MSTR Stock Holding History

Finer 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 		$518K Buy
5,954
+25
+0.4% +$3.63K 0.23% 56
2026
Q1 		$740K Sell
5,929
-10,019
-63% -$1.43M 0.37% 50
2025
Q4 		$2.42M Sell
15,948
-6,300
-28% -$1.45M 1.17% 25
2025
Q3 		$7.17M Hold
22,248
– – 3.57% 8
2025
Q2 		$8.99M Sell
22,248
-681
-3% -$248K 4.81% 7
2025
Q1 		$6.61M Buy
22,929
+464
+2% +$147K 3.96% 7
2024
Q4 		$6.51M Buy
+22,465
New +$6.76M 3.73% 8

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

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

Finer Wealth Management increased its Strategy Inc (MSTR) stake by 0.42% in Q2 2026, buying an estimated $3.63K and bringing the position to 5,954 shares worth $518K. The position accounts for 0.23% of the portfolio, ranked #56.

Finer Wealth Management first reported a position in MSTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.99M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Finer Wealth Management held 5,954 shares of Strategy Inc worth $518K as of Q2 2026.
  • Finer Wealth Management bought 25 Strategy Inc shares in Q2 2026, an estimated $3.63K.
  • Strategy Inc made up 0.23% of Finer Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Finer Wealth Management first reported a position in Strategy Inc in Q4 2024 and has held it in 7 quarters since.
  • Finer Wealth Management's Strategy Inc position peaked at $8.99M in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Finer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.