Guardian Wealth Advisors (North Carolina)’s Strategy Inc MSTR Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	-1,713	Closed	-$214K	–	515
2026 Q1	$214K	Sell	1,713 -484	-22%	-$69.2K	0.01%	342
2025 Q4	$334K	Buy	2,197 +443	+25%	+$102K	0.02%	279
2025 Q3	$565K	Sell	1,754 -18	-1%	-$6.68K	0.04%	191
2025 Q2	$716K	Buy	1,772 +35	+2%	+$12.7K	0.05%	167
2025 Q1	$501K	Buy	1,737 +180	+12%	+$57.2K	0.04%	191
2024 Q4	$451K	Sell	1,557 -223	-13%	-$67.1K	0.04%	201
2024 Q3	$300K	Hold	1,780	–	–	0.03%	213
2024 Q2	$245K	Hold	1,780	–	–	0.03%	226
2024 Q1	$303K	Buy	+1,780	New	+$162K	0.04%	209

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

Guardian Wealth Advisors (North Carolina)'s MSTR Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 1,713 shares — an estimated $214K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in MSTR in Q1 2024 and held it in 9 quarters. The position peaked at $716K in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 1,713 Strategy Inc shares in Q2 2026, an estimated $214K.
Guardian Wealth Advisors (North Carolina) first reported a position in Strategy Inc in Q1 2024 and held it in 9 quarters.
Guardian Wealth Advisors (North Carolina)'s Strategy Inc position peaked at $716K in Q2 2025.
851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.