Strive Financial Group’s Strategy Inc MSTR Stock Holding History

Strive Financial Group’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	–	Sell	-20	Closed	-$1K	–	936
2026 Q1	$1K	Buy	+20	New	+$2.86K	﹤0.01%	727

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Strive Financial Group's MSTR Position: Q2 2026 in Review

Strive Financial Group sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 30 shares — an estimated $4K sold.

Strive Financial Group first reported a position in MSTR in Q4 2025 and held it in 2 quarters. The position peaked at $4.56K in Q4 2025. 640 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Strive Financial Group reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
Strive Financial Group sold 30 Strategy Inc shares in Q2 2026, an estimated $4K.
Strive Financial Group first reported a position in Strategy Inc in Q4 2025 and held it in 2 quarters.
Strive Financial Group's Strategy Inc position peaked at $4.56K in Q4 2025.
640 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Strive Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.