MWM
MSTR icon

Maripau Wealth Management’s Strategy Inc MSTR Stock Holding History

Maripau 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 		$892K Buy
9,149
+2,897
+46% +$421K 0.32% 63
2026
Q1 		$780K Buy
6,252
+717
+13% +$102K 0.34% 61
2025
Q4 		$841K Buy
5,535
+326
+6% +$75.1K 0.39% 57
2025
Q3 		$1.68M Buy
5,209
+75
+1% +$27.8K 0.84% 36
2025
Q2 		$2.07M Buy
5,134
+3,264
+175% +$1.19M 1.04% 26
2025
Q1 		$539K Buy
1,870
+709
+61% +$225K 0.31% 75
2024
Q4 		$336K Buy
+1,161
New +$349K 0.2% 97

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

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

Maripau Wealth Management increased its Strategy Inc (MSTR) stake by 46% in Q2 2026, buying an estimated $421K and bringing the position to 9,149 shares worth $892K. The position accounts for 0.32% of the portfolio, ranked #63.

Maripau Wealth Management first reported a position in MSTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.07M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Maripau Wealth Management held 9,149 shares of Strategy Inc worth $892K as of Q2 2026.
  • Maripau Wealth Management bought 2,897 Strategy Inc shares in Q2 2026, an estimated $421K.
  • Strategy Inc made up 0.32% of Maripau Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Maripau Wealth Management first reported a position in Strategy Inc in Q4 2024 and has held it in 7 quarters since.
  • Maripau Wealth Management's Strategy Inc position peaked at $2.07M in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Maripau Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.