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 Q2	$531K	Buy	6,104 +283	+5%	+$41.1K	0.03%	301
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 $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

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

Tradition Wealth Management increased its Strategy Inc (MSTR) stake by 4.9% in Q2 2026, buying an estimated $41.1K and bringing the position to 6,104 shares worth $531K. The position accounts for 0.03% of the portfolio, ranked #301.

Tradition Wealth Management first reported a position in MSTR in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.26M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Tradition Wealth Management held 6,104 shares of Strategy Inc worth $531K as of Q2 2026.
Tradition Wealth Management bought 283 Strategy Inc shares in Q2 2026, an estimated $41.1K.
Strategy Inc made up 0.03% of Tradition Wealth Management's portfolio in Q2 2026, its #301 holding.
Tradition Wealth Management first reported a position in Strategy Inc in Q4 2020 and has held it in 20 quarters since.
Tradition Wealth Management's Strategy Inc position peaked at $1.26M in Q2 2025.
852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.