Opal Wealth Advisors’s Strategy Inc MSTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$44.3K Buy
+355
New +$50.7K 0.01% 431
2025
Q3
Sell
-157
Closed -$63.5K 416
2025
Q2
$63.5K Buy
157
+2
+1% +$729 0.02% 342
2025
Q1
$44.7K Buy
+155
New +$49.2K 0.01% 369

Other funds holding MSTR

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

Opal Wealth Advisors opened a new position in Strategy Inc (MSTR) in Q1 2026: 355 shares worth $44.3K. The stake represents 0.01% of the portfolio and ranks #431 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in MSTR as recently as Q2 2025.

Opal Wealth Advisors first reported a position in MSTR in Q1 2025 and has held it in 3 quarters since. The position peaked at $63.5K in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Opal Wealth Advisors held 355 shares of Strategy Inc worth $44.3K as of Q1 2026.
  • Strategy Inc was a new Opal Wealth Advisors position in Q1 2026.
  • Strategy Inc made up 0.01% of Opal Wealth Advisors's portfolio in Q1 2026, its #431 holding.
  • Opal Wealth Advisors first reported a position in Strategy Inc in Q1 2025 and has held it in 3 quarters since.
  • Opal Wealth Advisors's Strategy Inc position peaked at $63.5K in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.