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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
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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Maripau Wealth Management's MSTR Position: Q1 2026 in Review

Maripau Wealth Management increased its Strategy Inc (MSTR) stake by 13% in Q1 2026, buying an estimated $102K and bringing the position to 6,252 shares worth $780K. The position accounts for 0.34% of the portfolio, ranked #61.

Maripau Wealth Management first reported a position in MSTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.07M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Maripau Wealth Management held 6,252 shares of Strategy Inc worth $780K as of Q1 2026.
  • Maripau Wealth Management bought 717 Strategy Inc shares in Q1 2026, an estimated $102K.
  • Strategy Inc made up 0.34% of Maripau Wealth Management's portfolio in Q1 2026, its #61 holding.
  • Maripau Wealth Management first reported a position in Strategy Inc in Q4 2024 and has held it in 6 quarters since.
  • Maripau Wealth Management's Strategy Inc position peaked at $2.07M in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Maripau Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.