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Maridea Wealth Management’s Strategy Inc MSTR Stock Holding History

Maridea 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 		$352K Buy
4,046
+1,492
+58% +$217K 0.04% 380
2026
Q1 		$319K Sell
2,554
-1,441
-36% -$206K 0.05% 336
2025
Q4 		$607K Sell
3,995
-4,964
-55% -$1.14M 0.09% 215
2025
Q3 		$2.66M Buy
8,959
+2,176
+32% +$807K 0.41% 58
2025
Q2 		$2.74M Buy
6,783
+4,119
+155% +$1.5M 0.71% 33
2025
Q1 		$768K Buy
2,664
+1,183
+80% +$376K 0.25% 72
2024
Q4 		$429K Buy
+1,481
New +$446K 0.14% 137

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

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

Maridea Wealth Management increased its Strategy Inc (MSTR) stake by 58% in Q2 2026, buying an estimated $217K and bringing the position to 4,046 shares worth $352K. The position accounts for 0.04% of the portfolio, ranked #380.

Maridea Wealth Management first reported a position in MSTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.74M in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Maridea Wealth Management held 4,046 shares of Strategy Inc worth $352K as of Q2 2026.
  • Maridea Wealth Management bought 1,492 Strategy Inc shares in Q2 2026, an estimated $217K.
  • Strategy Inc made up 0.04% of Maridea Wealth Management's portfolio in Q2 2026, its #380 holding.
  • Maridea Wealth Management first reported a position in Strategy Inc in Q4 2024 and has held it in 7 quarters since.
  • Maridea Wealth Management's Strategy Inc position peaked at $2.74M in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.