Golden State Wealth Management’s Strategy Inc MSTR Stock Holding History

Golden State 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	$2.01M	Sell	23,141 -2,096	-8%	-$304K	0.18%	116
2026 Q1	$3.15M	Buy	25,237 +1,177	+5%	+$168K	0.34%	57
2025 Q4	$3.66M	Sell	24,060 -362	-1%	-$83.3K	0.39%	52
2025 Q3	$7.87M	Buy	24,422 +4,025	+20%	+$1.49M	0.87%	24
2025 Q2	$8.25M	Buy	20,397 +4,633	+29%	+$1.69M	1%	19
2025 Q1	$4.54M	Buy	15,764 +2,323	+17%	+$738K	0.68%	32
2024 Q4	$3.89M	Buy	+13,441	New	+$4.04M	0.58%	32

Other funds holding MSTR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Golden State Wealth Management's MSTR Position: Q2 2026 in Review

Golden State Wealth Management reduced its Strategy Inc (MSTR) stake by 8.3% in Q2 2026, selling an estimated $304K and leaving 23,141 shares worth $2.01M. The position accounts for 0.18% of the portfolio, ranked #116.

Golden State Wealth Management first reported a position in MSTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.25M in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Golden State Wealth Management held 23,141 shares of Strategy Inc worth $2.01M as of Q2 2026.
Golden State Wealth Management sold 2,096 Strategy Inc shares in Q2 2026, an estimated $304K.
Strategy Inc made up 0.18% of Golden State Wealth Management's portfolio in Q2 2026, its #116 holding.
Golden State Wealth Management first reported a position in Strategy Inc in Q4 2024 and has held it in 7 quarters since.
Golden State Wealth Management's Strategy Inc position peaked at $8.25M in Q2 2025.
851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.