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IHT Wealth Management’s Strategy Inc MSTR Stock Holding History

IHT 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 		$1.97M Sell
22,643
-4,702
-17% -$683K 0.04% 401
2026
Q1 		$3.41M Sell
27,345
-5,012
-15% -$716K 0.08% 246
2025
Q4 		$4.92M Buy
32,357
+1,788
+6% +$412K 0.12% 175
2025
Q3 		$9.85M Buy
30,569
+1,821
+6% +$676K 0.25% 89
2025
Q2 		$11.6M Sell
28,748
-2,872
-9% -$1.05M 0.32% 73
2025
Q1 		$9.12M Buy
31,620
+8,148
+35% +$2.59M 0.28% 77
2024
Q4 		$6.8M Sell
23,472
-4,251
-15% -$1.28M 0.22% 92
2024
Q3 		$4.66M Buy
27,723
+16,313
+143% +$2.33M 0.13% 157
2024
Q2 		$1.57M Buy
11,410
+1,920
+20% +$277K 0.06% 317
2024
Q1 		$1.62M Buy
9,490
+1,330
+16% +$121K 0.06% 307
2023
Q4 		$515K Hold
8,160
– – 0.02% 589
2023
Q3 		$268K Buy
8,160
+260
+3% +$9.79K 0.01% 778
2023
Q2 		$271K Sell
7,900
-200
-2% -$6.06K 0.01% 761
2023
Q1 		$237K Buy
+8,100
New +$198K 0.01% 780
2022
Q1 		– Sell
-4,230
Closed -$230K – 823
2021
Q4 		$230K Buy
4,230
+310
+8% +$21.3K 0.02% 707
2021
Q3 		$227K Sell
3,920
-180
-4% -$11.5K 0.02% 696
2021
Q2 		$272K Buy
4,100
+260
+7% +$15.4K 0.02% 750
2021
Q1 		$261K Buy
+3,840
New +$271K 0.02% 683

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IHT Wealth Management's MSTR Position: Q2 2026 in Review

IHT Wealth Management reduced its Strategy Inc (MSTR) stake by 17% in Q2 2026, selling an estimated $683K and leaving 22,643 shares worth $1.97M. The position accounts for 0.04% of the portfolio, ranked #401.

IHT Wealth Management first reported a position in MSTR in Q1 2021 and has held it in 18 quarters since. The position peaked at $11.6M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • IHT Wealth Management held 22,643 shares of Strategy Inc worth $1.97M as of Q2 2026.
  • IHT Wealth Management sold 4,702 Strategy Inc shares in Q2 2026, an estimated $683K.
  • Strategy Inc made up 0.04% of IHT Wealth Management's portfolio in Q2 2026, its #401 holding.
  • IHT Wealth Management first reported a position in Strategy Inc in Q1 2021 and has held it in 18 quarters since.
  • IHT Wealth Management's Strategy Inc position peaked at $11.6M in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.