NWMG
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National Wealth Management Group’s Strategy Inc MSTR Stock Holding History

National Wealth Management Group’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 		$254K Sell
2,924
-17
-0.6% -$2.47K 0.08% 195
2026
Q1 		$367K Buy
2,941
+301
+11% +$43K 0.14% 146
2025
Q4 		$401K Buy
2,640
+112
+4% +$25.8K 0.14% 147
2025
Q3 		$815K Buy
+2,528
New +$938K 0.31% 72

Other funds holding MSTR

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
VIPI
Vista Investment Partners II Richmond, Indiana $255M AUM 32.07% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

National Wealth Management Group's MSTR Position: Q2 2026 in Review

National Wealth Management Group reduced its Strategy Inc (MSTR) stake by 0.58% in Q2 2026, selling an estimated $2.47K and leaving 2,924 shares worth $254K. The position accounts for 0.08% of the portfolio, ranked #195.

National Wealth Management Group first reported a position in MSTR in Q3 2025 and has held it in 4 quarters since. The position peaked at $815K in Q3 2025. 171 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • National Wealth Management Group held 2,924 shares of Strategy Inc worth $254K as of Q2 2026.
  • National Wealth Management Group sold 17 Strategy Inc shares in Q2 2026, an estimated $2.47K.
  • Strategy Inc made up 0.08% of National Wealth Management Group's portfolio in Q2 2026, its #195 holding.
  • National Wealth Management Group first reported a position in Strategy Inc in Q3 2025 and has held it in 4 quarters since.
  • National Wealth Management Group's Strategy Inc position peaked at $815K in Q3 2025.
  • 171 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.