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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
2025
Q2 		– Sell
-1,000
Closed -$288K – 347
2025
Q1 		$288K Buy
+1,000
New +$318K 0.06% 238

Other funds holding MSTR

OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
LW
Lauer Wealth Valparaiso, Indiana $167M AUM 23.59% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 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. 111 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.
  • 111 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.