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Madden Securities’s Strategy Inc MSTR Stock Holding History

Madden Securities’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 		$3.69M Sell
42,448
-3,363
-7% -$488K 1.03% 29
2026
Q1 		$5.72M Sell
45,811
-1,729
-4% -$247K 1.72% 18
2025
Q4 		$7.22M Sell
47,540
-2,501
-5% -$576K 2.2% 13
2025
Q3 		$16.1M Buy
50,041
+745
+2% +$276K 4.93% 3
2025
Q2 		$19.9M Buy
49,296
+26
+0.1% +$9.47K 6.68% 2
2025
Q1 		$14.2M Buy
49,270
+2,945
+6% +$935K 5.51% 3
2024
Q4 		$13.4M Sell
46,325
-625
-1% -$188K 5.37% 3
2024
Q3 		$7.92M Buy
46,950
+1,940
+4% +$277K 3.41% 7
2024
Q2 		$6.2M Buy
45,010
+2,330
+5% +$336K 2.75% 9
2024
Q1 		$7.28M Buy
+42,680
New +$3.89M 3.36% 7

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

Madden Securities's MSTR Position: Q2 2026 in Review

Madden Securities reduced its Strategy Inc (MSTR) stake by 7.3% in Q2 2026, selling an estimated $488K and leaving 42,448 shares worth $3.69M. The position accounts for 1.03% of the portfolio, ranked #29.

Madden Securities first reported a position in MSTR in Q1 2024 and has held it in 10 quarters since. The position peaked at $19.9M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Madden Securities held 42,448 shares of Strategy Inc worth $3.69M as of Q2 2026.
  • Madden Securities sold 3,363 Strategy Inc shares in Q2 2026, an estimated $488K.
  • Strategy Inc made up 1.03% of Madden Securities's portfolio in Q2 2026, its #29 holding.
  • Madden Securities first reported a position in Strategy Inc in Q1 2024 and has held it in 10 quarters since.
  • Madden Securities's Strategy Inc position peaked at $19.9M in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Madden Securities's 13F filing for Q2 2026, filed 24 Jul 2026.