SteelPeak Wealth’s Strategy Inc MSTR Stock Holding History

SteelPeak Wealth’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	$321K	Sell	3,690 -2,406	-39%	-$349K	0.01%	510
2026 Q1	$761K	Buy	+6,096	New	+$871K	0.02%	332
2025 Q1	–	Sell	-967	Closed	-$280K	–	639
2024 Q4	$280K	Buy	+967	New	+$291K	0.01%	429
2022 Q2	–	Sell	-5,010	Closed	-$243K	–	451
2022 Q1	$243K	Sell	5,010 -740	-13%	-$32K	0.01%	374
2021 Q4	$313K	Buy	+5,750	New	+$395K	0.02%	323

Other funds holding MSTR

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SteelPeak Wealth's MSTR Position: Q2 2026 in Review

SteelPeak Wealth reduced its Strategy Inc (MSTR) stake by 39% in Q2 2026, selling an estimated $349K and leaving 3,690 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #510.

SteelPeak Wealth first reported a position in MSTR in Q4 2021 and has held it in 5 quarters since. The position peaked at $761K in Q1 2026. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

SteelPeak Wealth held 3,690 shares of Strategy Inc worth $321K as of Q2 2026.
SteelPeak Wealth sold 2,406 Strategy Inc shares in Q2 2026, an estimated $349K.
Strategy Inc made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #510 holding.
SteelPeak Wealth first reported a position in Strategy Inc in Q4 2021 and has held it in 5 quarters since.
SteelPeak Wealth's Strategy Inc position peaked at $761K in Q1 2026.
851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.