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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
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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Finer Wealth Management's MSTR Position: Q1 2026 in Review

Finer Wealth Management reduced its Strategy Inc (MSTR) stake by 63% in Q1 2026, selling an estimated $1.43M and leaving 5,929 shares worth $740K. The position accounts for 0.37% of the portfolio, ranked #50.

Finer Wealth Management first reported a position in MSTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.99M in Q2 2025. 938 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Finer Wealth Management held 5,929 shares of Strategy Inc worth $740K as of Q1 2026.
  • Finer Wealth Management sold 10,019 Strategy Inc shares in Q1 2026, an estimated $1.43M.
  • Strategy Inc made up 0.37% of Finer Wealth Management's portfolio in Q1 2026, its #50 holding.
  • Finer Wealth Management first reported a position in Strategy Inc in Q4 2024 and has held it in 6 quarters since.
  • Finer Wealth Management's Strategy Inc position peaked at $8.99M in Q2 2025.
  • 938 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Finer Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.