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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
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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oxler Private Wealth's MSTR Position: Q1 2026 in Review

Oxler Private Wealth increased its Strategy Inc (MSTR) stake by 1.2% in Q1 2026, buying an estimated $8.29K and bringing the position to 4,736 shares worth $591K. The position accounts for 0.19% of the portfolio, ranked #59.

Oxler Private Wealth first reported a position in MSTR in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.65M in Q3 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Oxler Private Wealth held 4,736 shares of Strategy Inc worth $591K as of Q1 2026.
  • Oxler Private Wealth bought 58 Strategy Inc shares in Q1 2026, an estimated $8.29K.
  • Strategy Inc made up 0.19% of Oxler Private Wealth's portfolio in Q1 2026, its #59 holding.
  • Oxler Private Wealth first reported a position in Strategy Inc in Q1 2024 and has held it in 9 quarters since.
  • Oxler Private Wealth's Strategy Inc position peaked at $1.65M in Q3 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Oxler Private Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.