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Kingswood Wealth Advisors’s Strategy Inc MSTR Stock Holding History

Kingswood Wealth Advisors’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 		$3.64M Buy
41,900
+904
+2% +$131K 0.15% 159
2026
Q1 		$5.12M Sell
40,996
-1,754
-4% -$251K 0.24% 94
2025
Q4 		$6.5M Buy
42,750
+1,733
+4% +$399K 0.31% 70
2025
Q3 		$13.2M Buy
41,017
+3,403
+9% +$1.26M 0.8% 18
2025
Q2 		$15.2M Buy
37,614
+2,183
+6% +$795K 1.2% 13
2025
Q1 		$10.2M Sell
35,431
-18,407
-34% -$5.84M 0.93% 12
2024
Q4 		$15.6M Buy
53,838
+9,438
+21% +$2.84M 1.17% 10
2024
Q3 		$7.49M Sell
44,400
-4,770
-10% -$682K 0.53% 29
2024
Q2 		$6.77M Buy
49,170
+5,840
+13% +$841K 0.61% 21
2024
Q1 		$7.39M Buy
43,330
+23,210
+115% +$2.12M 0.85% 12
2023
Q4 		$1.27M Buy
20,120
+3,320
+20% +$157K 0.14% 165
2023
Q3 		$552K Hold
16,800
– – 0.09% 228
2023
Q2 		$575K Buy
+16,800
New +$509K 0.18% 122

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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
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

Kingswood Wealth Advisors's MSTR Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Strategy Inc (MSTR) stake by 2.2% in Q2 2026, buying an estimated $131K and bringing the position to 41,900 shares worth $3.64M. The position accounts for 0.15% of the portfolio, ranked #159.

Kingswood Wealth Advisors first reported a position in MSTR in Q2 2023 and has held it in 13 quarters since. The position peaked at $15.6M in Q4 2024. 203 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Kingswood Wealth Advisors held 41,900 shares of Strategy Inc worth $3.64M as of Q2 2026.
  • Kingswood Wealth Advisors bought 904 Strategy Inc shares in Q2 2026, an estimated $131K.
  • Strategy Inc made up 0.15% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #159 holding.
  • Kingswood Wealth Advisors first reported a position in Strategy Inc in Q2 2023 and has held it in 13 quarters since.
  • Kingswood Wealth Advisors's Strategy Inc position peaked at $15.6M in Q4 2024.
  • 203 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.