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Lauer Wealth’s Strategy Inc MSTR Stock Holding History

Lauer Wealth’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 		$3.8M Buy
38,896
+34,850
+861% +$5.06M 2.28% 10
2026
Q1 		$519K Buy
4,046
+1,145
+39% +$164K 0.41% 31
2025
Q4 		$484K Sell
2,901
-674
-19% -$155K 0.36% 32
2025
Q3 		$1.06M Buy
3,575
+1,865
+109% +$692K 0.76% 20
2025
Q2 		$684K Buy
1,710
+305
+22% +$111K 0.57% 23
2025
Q1 		$536K Buy
+1,405
New +$446K 0.41% 29

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

Lauer Wealth's MSTR Position: Q2 2026 in Review

Lauer Wealth increased its Strategy Inc (MSTR) stake by 861% in Q2 2026, buying an estimated $5.06M and bringing the position to 38,896 shares worth $3.8M. The position accounts for 2.28% of the portfolio, ranked #10.

Lauer Wealth first reported a position in MSTR in Q1 2025 and has held it in 6 quarters since. 194 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Lauer Wealth held 38,896 shares of Strategy Inc worth $3.8M as of Q2 2026.
  • Lauer Wealth bought 34,850 Strategy Inc shares in Q2 2026, an estimated $5.06M.
  • Strategy Inc made up 2.28% of Lauer Wealth's portfolio in Q2 2026, its #10 holding.
  • Lauer Wealth first reported a position in Strategy Inc in Q1 2025 and has held it in 6 quarters since.
  • 194 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Lauer Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.