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Primoris Wealth Advisors’s Strategy Inc MSTR Stock Holding History

Primoris 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 		$217K Hold
2,492
– – 0.1% 113
2026
Q1 		$311K Buy
+2,492
New +$356K 0.22% 72
2025
Q4 		– Sell
-750
Closed -$242K – 118
2025
Q3 		$242K Hold
750
– – 0.15% 89
2025
Q2 		$303K Hold
750
– – 0.21% 79
2025
Q1 		$216K Hold
750
– – 0.17% 91
2024
Q4 		$217K Buy
+750
New +$226K 0.17% 87

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

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

Primoris Wealth Advisors held its Strategy Inc (MSTR) position steady in Q2 2026 at 2,492 shares worth $217K. The position accounts for 0.1% of the portfolio, ranked #113.

Primoris Wealth Advisors first reported a position in MSTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $311K in Q1 2026. 850 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Primoris Wealth Advisors held 2,492 shares of Strategy Inc worth $217K as of Q2 2026.
  • Primoris Wealth Advisors left its Strategy Inc share count unchanged in Q2 2026.
  • Strategy Inc made up 0.1% of Primoris Wealth Advisors's portfolio in Q2 2026, its #113 holding.
  • Primoris Wealth Advisors first reported a position in Strategy Inc in Q4 2024 and has held it in 6 quarters since.
  • Primoris Wealth Advisors's Strategy Inc position peaked at $311K in Q1 2026.
  • 850 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.