Gerber Kawasaki Wealth & Investment Management’s Strategy Inc MSTR Stock Holding History

Gerber Kawasaki Wealth & Investment 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	–	Sell	-1,931	Closed	-$241K	–	381
2026 Q1	$241K	Sell	1,931 -219,598	-99%	-$31.4M	0.01%	310
2025 Q4	$216K	Buy	221,529 +220,374	+19,080%	+$50.7M	0.01%	315
2025 Q3	$372K	Buy	1,155 +9	+0.8%	+$3.34K	0.01%	247
2025 Q2	$464K	Sell	1,146 -720	-39%	-$262K	0.02%	212
2025 Q1	$538K	Sell	1,866 -151	-7%	-$47.9K	0.02%	184
2024 Q4	$584K	Buy	2,017 +57	+3%	+$17.2K	0.03%	177
2024 Q3	$330K	Hold	1,960	–	–	0.02%	219
2024 Q2	$270K	Sell	1,960 -20	-1%	-$2.88K	0.01%	239
2024 Q1	$338K	Buy	+1,980	New	+$181K	0.02%	210
2021 Q4	–	Sell	-30	Closed	-$3K	–	781
2021 Q3	$3K	Buy	+30	New	+$1.92K	﹤0.01%	840

Other funds holding MSTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's MSTR Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 1,931 shares — an estimated $241K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in MSTR in Q3 2021 and held it in 10 quarters. The position peaked at $584K in Q4 2024. 510 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 1,931 Strategy Inc shares in Q2 2026, an estimated $241K.
Gerber Kawasaki Wealth & Investment Management first reported a position in Strategy Inc in Q3 2021 and held it in 10 quarters.
Gerber Kawasaki Wealth & Investment Management's Strategy Inc position peaked at $584K in Q4 2024.
510 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.