Magnus Financial Group’s Strategy Inc MSTR Stock Holding History

Magnus Financial Group’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	$232K	Hold	2,671	–	–	0.02%	359
2026 Q1	$333K	Hold	2,671	–	–	0.03%	280
2025 Q4	$406K	Sell	2,671 -1,209	-31%	-$278K	0.03%	286
2025 Q3	$1.25M	Buy	3,880 +220	+6%	+$81.6K	0.1%	150
2025 Q2	$1.48M	Buy	3,660 +32	+0.9%	+$11.7K	0.13%	125
2025 Q1	$1.05M	Sell	3,628 -55	-1%	-$17.5K	0.1%	151
2024 Q4	$1.07M	Sell	3,683 -397	-10%	-$119K	0.1%	147
2024 Q3	$688K	Sell	4,080 -20	-0.5%	-$2.86K	0.07%	178
2024 Q2	$565K	Sell	4,100 -1,320	-24%	-$190K	0.06%	184
2024 Q1	$924K	Buy	+5,420	New	+$494K	0.11%	133
2020 Q2	–	Sell	-20,230	Closed	-$239K	–	728
2020 Q1	$239K	Buy	+20,230	New	+$275K	0.03%	379

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

Magnus Financial Group's MSTR Position: Q2 2026 in Review

Magnus Financial Group held its Strategy Inc (MSTR) position steady in Q2 2026 at 2,671 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #359.

Magnus Financial Group first reported a position in MSTR in Q1 2020 and has held it in 11 quarters since. The position peaked at $1.48M in Q2 2025. 194 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Magnus Financial Group held 2,671 shares of Strategy Inc worth $232K as of Q2 2026.
Magnus Financial Group left its Strategy Inc share count unchanged in Q2 2026.
Strategy Inc made up 0.02% of Magnus Financial Group's portfolio in Q2 2026, its #359 holding.
Magnus Financial Group first reported a position in Strategy Inc in Q1 2020 and has held it in 11 quarters since.
Magnus Financial Group's Strategy Inc position peaked at $1.48M in Q2 2025.
194 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.