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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
Q2 		$3.04K Buy
35
+23
+192% +$3.34K ﹤0.01% 953
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 $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

Rialto Wealth Management's MSTR Position: Q2 2026 in Review

Rialto Wealth Management increased its Strategy Inc (MSTR) stake by 192% in Q2 2026, buying an estimated $3.34K and bringing the position to 35 shares worth $3.04K. The position accounts for ﹤0.01% of the portfolio, ranked #953.

Rialto Wealth Management first reported a position in MSTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.21K in Q4 2024. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Rialto Wealth Management held 35 shares of Strategy Inc worth $3.04K as of Q2 2026.
  • Rialto Wealth Management bought 23 Strategy Inc shares in Q2 2026, an estimated $3.34K.
  • Strategy Inc made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #953 holding.
  • Rialto Wealth Management first reported a position in Strategy Inc in Q4 2024 and has held it in 7 quarters since.
  • Rialto Wealth Management's Strategy Inc position peaked at $5.21K in Q4 2024.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.