PWA
STRK

Physician Wealth Advisors’s Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock STRK Stock Holding History

Physician Wealth Advisors’s Portfolio STRK Stock Details STRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.23K Hold
157
– – ﹤0.01% 891
2026
Q1 		$11.1K Hold
157
– – ﹤0.01% 771
2025
Q4 		$12.4K Hold
157
– – ﹤0.01% 705
2025
Q3 		$14.4K Buy
+157
New +$16.3K ﹤0.01% 649

Other funds holding STRK

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
UIA
Ulland Investment Advisors Minneapolis, Minnesota $136M AUM 32.68% 1-Year Est. Return
AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Physician Wealth Advisors's STRK Position: Q2 2026 in Review

Physician Wealth Advisors held its Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock (STRK) position steady in Q2 2026 at 157 shares worth $9.23K. The position accounts for ﹤0.01% of the portfolio, ranked #891.

Physician Wealth Advisors first reported a position in STRK in Q3 2025 and has held it in 4 quarters since. The position peaked at $14.4K in Q3 2025. 9 funds tracked by Wall St. Rank hold STRK as of Q2 2026.

  • Physician Wealth Advisors held 157 shares of Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock worth $9.23K as of Q2 2026.
  • Physician Wealth Advisors left its Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock share count unchanged in Q2 2026.
  • Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #891 holding.
  • Physician Wealth Advisors first reported a position in Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock in Q3 2025 and has held it in 4 quarters since.
  • Physician Wealth Advisors's Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock position peaked at $14.4K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock as of Q2 2026.

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