KWM
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Kingsview Wealth Management’s Strategy Inc MSTR Stock Holding History

Kingsview 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
Q1 		$1.08M Buy
8,623
+895
+12% +$128K 0.01% 672
2025
Q4 		$1.17M Buy
7,728
+415
+6% +$95.5K 0.02% 593
2025
Q3 		$2.36M Buy
7,313
+262
+4% +$97.2K 0.04% 428
2025
Q2 		$2.85M Buy
7,051
+380
+6% +$138K 0.05% 369
2025
Q1 		$1.92M Buy
6,671
+354
+6% +$112K 0.04% 394
2024
Q4 		$1.83M Buy
6,317
+2,507
+66% +$754K 0.04% 404
2024
Q3 		$642K Sell
3,810
-190
-5% -$27.2K 0.01% 639
2024
Q2 		$551K Sell
4,000
-3,200
-44% -$461K 0.01% 653
2024
Q1 		$1.23M Buy
7,200
+420
+6% +$38.3K 0.03% 450
2023
Q4 		$428K Sell
6,780
-2,300
-25% -$109K 0.01% 670
2023
Q3 		$298K Buy
9,080
+390
+4% +$14.7K 0.01% 746
2023
Q2 		$298K Buy
+8,690
New +$263K 0.01% 743

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kingsview Wealth Management's MSTR Position: Q1 2026 in Review

Kingsview Wealth Management increased its Strategy Inc (MSTR) stake by 12% in Q1 2026, buying an estimated $128K and bringing the position to 8,623 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #672.

Kingsview Wealth Management first reported a position in MSTR in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.85M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Kingsview Wealth Management held 8,623 shares of Strategy Inc worth $1.08M as of Q1 2026.
  • Kingsview Wealth Management bought 895 Strategy Inc shares in Q1 2026, an estimated $128K.
  • Strategy Inc made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #672 holding.
  • Kingsview Wealth Management first reported a position in Strategy Inc in Q2 2023 and has held it in 12 quarters since.
  • Kingsview Wealth Management's Strategy Inc position peaked at $2.85M in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.