Tradition Wealth Management’s Strategy Inc MSTR Stock Holding History

Tradition 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 Q1	$726K	Buy	5,821 +2,664	+84%	+$381K	0.05%	235
2025 Q4	$480K	Sell	3,157 -29	-0.9%	-$6.68K	0.03%	298
2025 Q3	$1.03M	Buy	3,186 +66	+2%	+$24.5K	0.08%	184
2025 Q2	$1.26M	Buy	3,120 +1,580	+103%	+$576K	0.1%	160
2025 Q1	$444K	Buy	1,540 +242	+19%	+$76.8K	0.04%	273
2024 Q4	$376K	Buy	+1,298	New	+$391K	0.03%	290
2024 Q1	–	Sell	-360	Closed	-$23K	–	889
2023 Q4	$23K	Hold	360	–	–	﹤0.01%	799
2023 Q3	$12K	Hold	360	–	–	﹤0.01%	977
2023 Q2	$12K	Hold	360	–	–	﹤0.01%	1005
2023 Q1	$11K	Hold	360	–	–	﹤0.01%	985
2022 Q4	$5K	Sell	360 -30	-8%	-$613	﹤0.01%	1050
2022 Q3	$8K	Hold	390	–	–	﹤0.01%	977
2022 Q2	$6K	Hold	390	–	–	﹤0.01%	919
2022 Q1	$19K	Hold	390	–	–	﹤0.01%	727
2021 Q4	$21K	Buy	390 +30	+8%	+$2.06K	﹤0.01%	719
2021 Q3	$21K	Hold	360	–	–	﹤0.01%	711
2021 Q2	$24K	Hold	360	–	–	﹤0.01%	718
2021 Q1	$24K	Buy	360 +60	+20%	+$4.24K	﹤0.01%	603
2020 Q4	$12K	Buy	+300	New	+$7K	﹤0.01%	690

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

Tradition Wealth Management's MSTR Position: Q1 2026 in Review

Tradition Wealth Management increased its Strategy Inc (MSTR) stake by 84% in Q1 2026, buying an estimated $381K and bringing the position to 5,821 shares worth $726K. The position accounts for 0.05% of the portfolio, ranked #235.

Tradition Wealth Management first reported a position in MSTR in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.26M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

Tradition Wealth Management held 5,821 shares of Strategy Inc worth $726K as of Q1 2026.
Tradition Wealth Management bought 2,664 Strategy Inc shares in Q1 2026, an estimated $381K.
Strategy Inc made up 0.05% of Tradition Wealth Management's portfolio in Q1 2026, its #235 holding.
Tradition Wealth Management first reported a position in Strategy Inc in Q4 2020 and has held it in 19 quarters since.
Tradition Wealth Management's Strategy Inc position peaked at $1.26M in Q2 2025.
937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.