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Oxler Private Wealth’s Strategy Inc MSTR Stock Holding History

Oxler Private Wealth’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 		$695K Buy
7,998
+3,262
+69% +$474K 0.2% 55
2026
Q1 		$591K Buy
4,736
+58
+1% +$8.29K 0.19% 59
2025
Q4 		$711K Sell
4,678
-439
-9% -$101K 0.21% 52
2025
Q3 		$1.65M Buy
5,117
+1,317
+35% +$489K 0.48% 34
2025
Q2 		$1.54M Buy
3,800
+82
+2% +$29.9K 0.48% 34
2025
Q1 		$1.07M Buy
3,718
+292
+9% +$92.7K 0.38% 42
2024
Q4 		$992K Buy
3,426
+1,086
+46% +$327K 0.33% 45
2024
Q3 		$395K Buy
2,340
+250
+12% +$35.7K 0.14% 67
2024
Q2 		$288K Buy
2,090
+170
+9% +$24.5K 0.11% 73
2024
Q1 		$327K Buy
+1,920
New +$175K 0.13% 71

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

Oxler Private Wealth's MSTR Position: Q2 2026 in Review

Oxler Private Wealth increased its Strategy Inc (MSTR) stake by 69% in Q2 2026, buying an estimated $474K and bringing the position to 7,998 shares worth $695K. The position accounts for 0.2% of the portfolio, ranked #55.

Oxler Private Wealth first reported a position in MSTR in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.65M in Q3 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Oxler Private Wealth held 7,998 shares of Strategy Inc worth $695K as of Q2 2026.
  • Oxler Private Wealth bought 3,262 Strategy Inc shares in Q2 2026, an estimated $474K.
  • Strategy Inc made up 0.2% of Oxler Private Wealth's portfolio in Q2 2026, its #55 holding.
  • Oxler Private Wealth first reported a position in Strategy Inc in Q1 2024 and has held it in 10 quarters since.
  • Oxler Private Wealth's Strategy Inc position peaked at $1.65M in Q3 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Oxler Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.