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Souders Financial Advisors’s Strategy Inc MSTR Stock Holding History

Souders Financial 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
Q1 		– Sell
-1,751
Closed -$266K – 224
2025
Q4 		$266K Sell
1,751
-144
-8% -$33.2K 0.03% 188
2025
Q3 		$611K Sell
1,895
-92
-5% -$34.1K 0.07% 121
2025
Q2 		$803K Sell
1,987
-803
-29% -$293K 0.1% 102
2025
Q1 		$804K Sell
2,790
-1,339
-32% -$425K 0.11% 105
2024
Q4 		$1.2M Sell
4,129
-877
-18% -$264K 0.17% 96
2024
Q3 		$844K Buy
+5,006
New +$716K 0.12% 109

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

Souders Financial Advisors's MSTR Position: Q1 2026 in Review

Souders Financial Advisors sold out of Strategy Inc (MSTR) in Q1 2026, closing a stake of 1,751 shares — an estimated $266K sold.

Souders Financial Advisors first reported a position in MSTR in Q3 2024 and held it in 6 quarters. The position peaked at $1.2M in Q4 2024. 938 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Souders Financial Advisors reported no remaining Strategy Inc position as of Q1 2026 after selling out during the quarter.
  • Souders Financial Advisors sold 1,751 Strategy Inc shares in Q1 2026, an estimated $266K.
  • Souders Financial Advisors first reported a position in Strategy Inc in Q3 2024 and held it in 6 quarters.
  • Souders Financial Advisors's Strategy Inc position peaked at $1.2M in Q4 2024.
  • 938 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.