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Sowell Financial Services’s Strategy Inc MSTR Stock Holding History

Sowell Financial Services’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 		$388K Buy
4,458
+66
+2% +$9.58K 0.01% 763
2026
Q1 		$548K Buy
4,392
+137
+3% +$19.6K 0.02% 609
2025
Q4 		$646K Buy
4,255
+61
+1% +$14K 0.02% 567
2025
Q3 		$1.35M Buy
4,194
+42
+1% +$15.6K 0.05% 359
2025
Q2 		$1.68M Sell
4,152
-587
-12% -$214K 0.07% 300
2025
Q1 		$1.37M Buy
+4,739
New +$1.5M 0.06% 310
2021
Q2 		– Sell
-1,910
Closed -$116K – 1901
2021
Q1 		$116K Sell
1,910
-330
-15% -$23.3K ﹤0.01% 1304
2020
Q4 		$87K Buy
2,240
+1,000
+81% +$23.4K ﹤0.01% 1206
2020
Q3 		$19K Buy
1,240
+340
+38% +$4.6K ﹤0.01% 1583
2020
Q2 		$11K Buy
900
+50
+6% +$608 ﹤0.01% 1663
2020
Q1 		$10K Buy
850
+230
+37% +$3.12K ﹤0.01% 1609
2019
Q4 		$9K Hold
620
– – ﹤0.01% 1719
2019
Q3 		$9K Buy
+620
New +$8.5K ﹤0.01% 1567

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

Sowell Financial Services's MSTR Position: Q2 2026 in Review

Sowell Financial Services increased its Strategy Inc (MSTR) stake by 1.5% in Q2 2026, buying an estimated $9.58K and bringing the position to 4,458 shares worth $388K. The position accounts for 0.01% of the portfolio, ranked #763.

Sowell Financial Services first reported a position in MSTR in Q3 2019 and has held it in 13 quarters since. The position peaked at $1.68M in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Sowell Financial Services held 4,458 shares of Strategy Inc worth $388K as of Q2 2026.
  • Sowell Financial Services bought 66 Strategy Inc shares in Q2 2026, an estimated $9.58K.
  • Strategy Inc made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #763 holding.
  • Sowell Financial Services first reported a position in Strategy Inc in Q3 2019 and has held it in 13 quarters since.
  • Sowell Financial Services's Strategy Inc position peaked at $1.68M in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.