MWM
MSTR icon

Mosley Wealth Management’s Strategy Inc MSTR Stock Holding History

Mosley 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 		$44.6K Sell
513
-1,143
-69% -$166K 0.01% 264
2026
Q1 		$534K Buy
1,656
+18
+1% +$2.57K 0.24% 87
2025
Q4 		$542K Buy
+1,638
New +$377K 0.25% 93
2024
Q4 		$598K Sell
1,751
-19
-1% -$5.72K 0.37% 61
2024
Q3 		$388K Buy
+1,770
New +$253K 0.26% 84

Other funds holding MSTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Mosley Wealth Management reduced its Strategy Inc (MSTR) stake by 69% in Q2 2026, selling an estimated $166K and leaving 513 shares worth $44.6K. The position accounts for 0.01% of the portfolio, ranked #264.

Mosley Wealth Management first reported a position in MSTR in Q3 2024 and has held it in 5 quarters since. The position peaked at $598K in Q4 2024. 428 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Mosley Wealth Management held 513 shares of Strategy Inc worth $44.6K as of Q2 2026.
  • Mosley Wealth Management sold 1,143 Strategy Inc shares in Q2 2026, an estimated $166K.
  • Strategy Inc made up 0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #264 holding.
  • Mosley Wealth Management first reported a position in Strategy Inc in Q3 2024 and has held it in 5 quarters since.
  • Mosley Wealth Management's Strategy Inc position peaked at $598K in Q4 2024.
  • 428 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.