Stratos Wealth Partners’s Strategy Inc MSTR Stock Holding History

Stratos Wealth Partners’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	$2.42M	Buy	19,385 +5,421	+39%	+$775K	0.03%	511
2025 Q4	$2.12M	Buy	13,964 +1,806	+15%	+$416K	0.02%	533
2025 Q3	$3.92M	Buy	12,158 +1,049	+9%	+$389K	0.05%	377
2025 Q2	$4.49M	Sell	11,109 -969	-8%	-$353K	0.06%	307
2025 Q1	$3.48M	Sell	12,078 -133	-1%	-$42.2K	0.05%	328
2024 Q4	$3.54M	Sell	12,211 -1,737	-12%	-$523K	0.05%	341
2024 Q3	$2.35M	Buy	13,948 +3,478	+33%	+$497K	0.03%	423
2024 Q2	$1.44M	Sell	10,470 -1,600	-13%	-$231K	0.02%	534
2024 Q1	$2.06M	Buy	12,070 +2,420	+25%	+$221K	0.03%	434
2023 Q4	$610K	Buy	9,650 +60	+0.6%	+$2.84K	0.01%	798
2023 Q3	$315K	Buy	9,590 +2,630	+38%	+$99K	0.01%	996
2023 Q2	$238K	Sell	6,960 -300	-4%	-$9.09K	0.01%	1038
2023 Q1	$212K	Buy	+7,260	New	+$177K	0.01%	1022

Other funds holding MSTR

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stratos Wealth Partners's MSTR Position: Q1 2026 in Review

Stratos Wealth Partners increased its Strategy Inc (MSTR) stake by 39% in Q1 2026, buying an estimated $775K and bringing the position to 19,385 shares worth $2.42M. The position accounts for 0.03% of the portfolio, ranked #511.

Stratos Wealth Partners first reported a position in MSTR in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.49M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

Stratos Wealth Partners held 19,385 shares of Strategy Inc worth $2.42M as of Q1 2026.
Stratos Wealth Partners bought 5,421 Strategy Inc shares in Q1 2026, an estimated $775K.
Strategy Inc made up 0.03% of Stratos Wealth Partners's portfolio in Q1 2026, its #511 holding.
Stratos Wealth Partners first reported a position in Strategy Inc in Q1 2023 and has held it in 13 quarters since.
Stratos Wealth Partners's Strategy Inc position peaked at $4.49M in Q2 2025.
937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.