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Nova Wealth Management’s Strategy Inc MSTR Stock Holding History

Nova 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 		$1.3K Buy
+15
New +$2.18K ﹤0.01% 538
2026
Q1 		– Sell
-3
Closed -$495 – 603
2025
Q4 		$495 Hold
3
– – ﹤0.01% 569
2025
Q3 		$1.05K Sell
3
-5
-63% -$1.85K ﹤0.01% 549
2025
Q2 		$3.16K Buy
+8
New +$2.91K ﹤0.01% 501

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

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

Nova Wealth Management opened a new position in Strategy Inc (MSTR) in Q2 2026: 15 shares worth $1.3K. The stake represents ﹤0.01% of the portfolio and ranks #538 among its holdings. This is a return to the name: Nova Wealth Management previously reported a position in MSTR as recently as Q4 2025.

Nova Wealth Management first reported a position in MSTR in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.16K in Q2 2025. 850 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Nova Wealth Management held 15 shares of Strategy Inc worth $1.3K as of Q2 2026.
  • Strategy Inc was a new Nova Wealth Management position in Q2 2026.
  • Strategy Inc made up ﹤0.01% of Nova Wealth Management's portfolio in Q2 2026, its #538 holding.
  • Nova Wealth Management first reported a position in Strategy Inc in Q2 2025 and has held it in 4 quarters since.
  • Nova Wealth Management's Strategy Inc position peaked at $3.16K in Q2 2025.
  • 850 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

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