Hughes Financial Services’s Strategy Inc MSTR Stock Holding History

Hughes Financial Services’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	$1.13K	Buy	13 +7	+117%	+$1.02K	﹤0.01%	890
2026 Q1	$749	Sell	6 -4	-40%	-$572	﹤0.01%	839
2025 Q4	$1.52K	Sell	10 -3	-23%	-$691	﹤0.01%	615
2025 Q3	$3.1K	Sell	13 -5	-28%	-$1.85K	﹤0.01%	468
2025 Q2	$6.9K	Buy	18 +4	+29%	+$1.46K	﹤0.01%	355
2025 Q1	$4.28K	Buy	+14	New	+$4.45K	﹤0.01%	427

Other funds holding MSTR

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

VIPI

Vista Investment Partners II Richmond, Indiana $255M AUM 32.07% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Hughes Financial Services's MSTR Position: Q2 2026 in Review

Hughes Financial Services increased its Strategy Inc (MSTR) stake by 117% in Q2 2026, buying an estimated $1.02K and bringing the position to 13 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #890.

Hughes Financial Services first reported a position in MSTR in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.9K in Q2 2025. 194 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Hughes Financial Services held 13 shares of Strategy Inc worth $1.13K as of Q2 2026.
Hughes Financial Services bought 7 Strategy Inc shares in Q2 2026, an estimated $1.02K.
Strategy Inc made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #890 holding.
Hughes Financial Services first reported a position in Strategy Inc in Q1 2025 and has held it in 6 quarters since.
Hughes Financial Services's Strategy Inc position peaked at $6.9K in Q2 2025.
194 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.