Opal Wealth Advisors’s Strategy Inc MSTR Stock Holding History

Opal 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 Q2	–	Sell	-355	Closed	-$44.3K	–	446
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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Opal Wealth Advisors's MSTR Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 355 shares — an estimated $44.3K sold.

Opal Wealth Advisors first reported a position in MSTR in Q1 2025 and held it in 3 quarters. The position peaked at $63.5K in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Opal Wealth Advisors reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
Opal Wealth Advisors sold 355 Strategy Inc shares in Q2 2026, an estimated $44.3K.
Opal Wealth Advisors first reported a position in Strategy Inc in Q1 2025 and held it in 3 quarters.
Opal Wealth Advisors's Strategy Inc position peaked at $63.5K in Q2 2025.
852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.