SWM
MSTR icon

Spire Wealth Management’s Strategy Inc MSTR Stock Holding History

Spire Wealth 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 		$849K Sell
9,763
-2,816
-22% -$409K 0.03% 424
2026
Q1 		$1.57M Buy
12,579
+3,417
+37% +$488K 0.05% 305
2025
Q4 		$1.39M Sell
9,162
-1,876
-17% -$432K 0.05% 331
2025
Q3 		$3.56M Sell
11,038
-767
-6% -$285K 0.12% 142
2025
Q2 		$4.77M Buy
11,805
+672
+6% +$245K 0.17% 115
2025
Q1 		$3.21M Sell
11,133
-2,051
-16% -$651K 0.1% 178
2024
Q4 		$3.82M Sell
13,184
-2,946
-18% -$886K 0.12% 153
2024
Q3 		$2.72M Buy
16,130
+490
+3% +$70.1K 0.09% 183
2024
Q2 		$2.15M Sell
15,640
-1,440
-8% -$207K 0.08% 221
2024
Q1 		$2.91M Sell
17,080
-11,290
-40% -$1.03M 0.05% 201
2023
Q4 		$1.36M Buy
28,370
+1,420
+5% +$67.3K 0.05% 292
2023
Q3 		$885K Buy
26,950
+1,330
+5% +$50.1K 0.03% 359
2023
Q2 		$877K Buy
25,620
+12,340
+93% +$374K 0.03% 371
2023
Q1 		$388K Buy
13,280
+11,520
+655% +$281K 0.02% 549
2022
Q4 		$25K Buy
1,760
+1,690
+2,414% +$34.5K ﹤0.01% 1281
2022
Q3 		$1K Sell
70
-190
-73% -$4.76K ﹤0.01% 2102
2022
Q2 		$4K Buy
260
+180
+225% +$5.21K ﹤0.01% 2202
2022
Q1 		$4K Sell
80
-500
-86% -$21.6K ﹤0.01% 2292
2021
Q4 		$32K Buy
580
+510
+729% +$35.1K ﹤0.01% 1920
2021
Q3 		$4K Hold
70
– – ﹤0.01% 2348
2021
Q2 		$5K Sell
70
-640
-90% -$37.9K ﹤0.01% 2316
2021
Q1 		$45K Buy
+710
New +$50.2K ﹤0.01% 1776

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

Spire Wealth Management's MSTR Position: Q2 2026 in Review

Spire Wealth Management reduced its Strategy Inc (MSTR) stake by 22% in Q2 2026, selling an estimated $409K and leaving 9,763 shares worth $849K. The position accounts for 0.03% of the portfolio, ranked #424.

Spire Wealth Management first reported a position in MSTR in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.77M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Spire Wealth Management held 9,763 shares of Strategy Inc worth $849K as of Q2 2026.
  • Spire Wealth Management sold 2,816 Strategy Inc shares in Q2 2026, an estimated $409K.
  • Strategy Inc made up 0.03% of Spire Wealth Management's portfolio in Q2 2026, its #424 holding.
  • Spire Wealth Management first reported a position in Strategy Inc in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Strategy Inc position peaked at $4.77M in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

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