Secure Asset Management’s Strategy Inc MSTR Stock Holding History

Secure Asset 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	$1.76M	Buy	20,238 +218	+1%	+$31.6K	0.25%	104
2026 Q1	$2.5M	Sell	20,020 -251	-1%	-$35.9K	0.4%	69
2025 Q4	$3.08M	Buy	20,271 +2,597	+15%	+$598K	0.48%	53
2025 Q3	$5.98M	Buy	17,674 +1,456	+9%	+$540K	0.99%	20
2025 Q2	$6.56M	Buy	16,218 +1,738	+12%	+$633K	1.21%	16
2025 Q1	$4.17M	Sell	14,480 -275	-2%	-$87.3K	0.84%	24
2024 Q4	$4.27M	Sell	14,755 -1,718	-10%	-$517K	0.65%	31
2024 Q3	$2.78M	Buy	16,473 +893	+6%	+$128K	0.47%	43
2024 Q2	$2.15M	Buy	+15,580	New	+$2.24M	0.41%	53

Other funds holding MSTR

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Secure Asset Management's MSTR Position: Q2 2026 in Review

Secure Asset Management increased its Strategy Inc (MSTR) stake by 1.1% in Q2 2026, buying an estimated $31.6K and bringing the position to 20,238 shares worth $1.76M. The position accounts for 0.25% of the portfolio, ranked #104.

Secure Asset Management first reported a position in MSTR in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.56M in Q2 2025. 850 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Secure Asset Management held 20,238 shares of Strategy Inc worth $1.76M as of Q2 2026.
Secure Asset Management bought 218 Strategy Inc shares in Q2 2026, an estimated $31.6K.
Strategy Inc made up 0.25% of Secure Asset Management's portfolio in Q2 2026, its #104 holding.
Secure Asset Management first reported a position in Strategy Inc in Q2 2024 and has held it in 9 quarters since.
Secure Asset Management's Strategy Inc position peaked at $6.56M in Q2 2025.
850 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.