LongView Wealth Management’s Strategy Inc MSTR Stock Holding History

LongView 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	–	Sell	-2,020	Closed	-$278K	–	245
2026 Q1	$278K	Buy	2,020 +20	+1%	+$2.86K	0.07%	204
2025 Q4	$324K	Hold	2,000	–	–	0.08%	190
2025 Q3	$644K	Hold	2,000	–	–	0.17%	106
2025 Q2	$808K	Hold	2,000	–	–	0.24%	84
2025 Q1	$577K	Hold	2,000	–	–	0.17%	107
2024 Q4	$579K	Hold	2,000	–	–	0.18%	106
2024 Q3	$337K	Hold	2,000	–	–	0.11%	149
2024 Q2	$275K	Hold	2,000	–	–	0.1%	156
2024 Q1	$341K	Buy	+2,000	New	+$182K	0.14%	132

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

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

LongView Wealth Management sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 2,020 shares — an estimated $278K sold.

LongView Wealth Management first reported a position in MSTR in Q1 2024 and held it in 9 quarters. The position peaked at $808K in Q2 2025. 152 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

LongView Wealth Management reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
LongView Wealth Management sold 2,020 Strategy Inc shares in Q2 2026, an estimated $278K.
LongView Wealth Management first reported a position in Strategy Inc in Q1 2024 and held it in 9 quarters.
LongView Wealth Management's Strategy Inc position peaked at $808K in Q2 2025.
152 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.