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Medallion Wealth Advisors’s Strategy Inc MSTR Stock Holding History

Medallion Wealth Advisors’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 		– Sell
-74
Closed -$11.2K – 1140
2025
Q4 		$11.2K Hold
74
– – ﹤0.01% 731
2025
Q3 		$23.8K Hold
74
– – 0.01% 604
2025
Q2 		$27.6K Hold
74
– – 0.01% 562
2025
Q1 		$22.6K Buy
74
+10
+16% +$3.17K 0.01% 558
2024
Q4 		$18.5K Buy
+64
New +$19.3K 0.01% 568

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

Medallion Wealth Advisors's MSTR Position: Q1 2026 in Review

Medallion Wealth Advisors sold out of Strategy Inc (MSTR) in Q1 2026, closing a stake of 74 shares — an estimated $11.2K sold.

Medallion Wealth Advisors first reported a position in MSTR in Q4 2024 and held it in 5 quarters. The position peaked at $27.6K in Q2 2025. 938 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Medallion Wealth Advisors reported no remaining Strategy Inc position as of Q1 2026 after selling out during the quarter.
  • Medallion Wealth Advisors sold 74 Strategy Inc shares in Q1 2026, an estimated $11.2K.
  • Medallion Wealth Advisors first reported a position in Strategy Inc in Q4 2024 and held it in 5 quarters.
  • Medallion Wealth Advisors's Strategy Inc position peaked at $27.6K in Q2 2025.
  • 938 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.