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Rialto Wealth Management’s Strategy Inc MSTR Stock Holding History

Rialto Wealth Management’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 		$1.5K Buy
12
+9
+300% +$1.29K ﹤0.01% 981
2025
Q4 		$456 Sell
3
-4
-57% -$921 ﹤0.01% 1324
2025
Q3 		$2.26K Sell
7
-2
-22% -$742 ﹤0.01% 638
2025
Q2 		$3.64K Buy
9
+4
+80% +$1.46K ﹤0.01% 499
2025
Q1 		$1.44K Sell
5
-13
-72% -$4.13K ﹤0.01% 604
2024
Q4 		$5.21K Buy
+18
New +$5.42K ﹤0.01% 455

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

Rialto Wealth Management's MSTR Position: Q1 2026 in Review

Rialto Wealth Management increased its Strategy Inc (MSTR) stake by 300% in Q1 2026, buying an estimated $1.29K and bringing the position to 12 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

Rialto Wealth Management first reported a position in MSTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.21K in Q4 2024. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Rialto Wealth Management held 12 shares of Strategy Inc worth $1.5K as of Q1 2026.
  • Rialto Wealth Management bought 9 Strategy Inc shares in Q1 2026, an estimated $1.29K.
  • Strategy Inc made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #981 holding.
  • Rialto Wealth Management first reported a position in Strategy Inc in Q4 2024 and has held it in 6 quarters since.
  • Rialto Wealth Management's Strategy Inc position peaked at $5.21K in Q4 2024.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.