Thryve Wealth Management’s Strategy Inc MSTR Stock Holding History

Thryve 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	–	Sell	-5,265	Closed	-$657K	–	45
2026 Q1	$657K	Sell	5,265 -863	-14%	-$123K	0.44%	26
2025 Q4	$931K	Buy	+6,128	New	+$1.41M	0.46%	34

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

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

Thryve Wealth Management sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 5,265 shares — an estimated $657K sold.

Thryve Wealth Management first reported a position in MSTR in Q4 2025 and held it in 2 quarters. The position peaked at $931K in Q4 2025. 847 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Thryve Wealth Management reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
Thryve Wealth Management sold 5,265 Strategy Inc shares in Q2 2026, an estimated $657K.
Thryve Wealth Management first reported a position in Strategy Inc in Q4 2025 and held it in 2 quarters.
Thryve Wealth Management's Strategy Inc position peaked at $931K in Q4 2025.
847 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Thryve Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.