Ulland Investment Advisors’s Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock STRK Stock Holding History

Ulland Investment Advisors’s Portfolio STRK Stock Details STRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$232K	Sell	3,950 -125	-3%	-$8.92K	0.17%	72
2026 Q1	$288K	Hold	4,075	–	–	0.25%	62
2025 Q4	$321K	Hold	4,075	–	–	0.26%	51
2025 Q3	$374K	Hold	4,075	–	–	0.28%	46
2025 Q2	$493K	Sell	4,075 -1,900	-32%	-$182K	0.38%	40
2025 Q1	$502K	Buy	+5,975	New	+$534K	0.42%	38

Other funds holding STRK

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AWAP

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Ulland Investment Advisors's STRK Position: Q2 2026 in Review

Ulland Investment Advisors reduced its Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock (STRK) stake by 3.1% in Q2 2026, selling an estimated $8.92K and leaving 3,950 shares worth $232K. The position accounts for 0.17% of the portfolio, ranked #72.

Ulland Investment Advisors first reported a position in STRK in Q1 2025 and has held it in 6 quarters since. The position peaked at $502K in Q1 2025. 6 funds tracked by Wall St. Rank hold STRK as of Q2 2026.

Ulland Investment Advisors held 3,950 shares of Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock worth $232K as of Q2 2026.
Ulland Investment Advisors sold 125 Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock shares in Q2 2026, an estimated $8.92K.
Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock made up 0.17% of Ulland Investment Advisors's portfolio in Q2 2026, its #72 holding.
Ulland Investment Advisors first reported a position in Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock in Q1 2025 and has held it in 6 quarters since.
Ulland Investment Advisors's Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock position peaked at $502K in Q1 2025.
6 funds tracked by Wall St. Rank held Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.