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Spartan Wealth Advisory Services LLC’s Strategy Inc MSTR Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$716K Buy
8,236
+1,200
+17% +$174K 0.06% 189
2026
Q1 		$878K Buy
+7,036
New +$1.01M 0.08% 163

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

Spartan Wealth Advisory Services LLC's MSTR Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its Strategy Inc (MSTR) stake by 17% in Q2 2026, buying an estimated $174K and bringing the position to 8,236 shares worth $716K. The position accounts for 0.06% of the portfolio, ranked #189.

Spartan Wealth Advisory Services LLC first reported a position in MSTR in Q1 2026 and has held it in 2 quarters since. The position peaked at $878K in Q1 2026. 802 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 8,236 shares of Strategy Inc worth $716K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 1,200 Strategy Inc shares in Q2 2026, an estimated $174K.
  • Strategy Inc made up 0.06% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #189 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Strategy Inc in Q1 2026 and has held it in 2 quarters since.
  • Spartan Wealth Advisory Services LLC's Strategy Inc position peaked at $878K in Q1 2026.
  • 802 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.