Unique Wealth Strategies’s Strategy Inc MSTR Stock Holding History

Unique Wealth Strategies’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	-1,670	Closed	-$208K	–	255
2026 Q1	$208K	Sell	1,670 -500	-23%	-$71.5K	0.08%	201
2025 Q4	$330K	Sell	2,170 -600	-22%	-$138K	0.13%	179
2025 Q3	$893K	Buy	2,770 +100	+4%	+$37.1K	0.35%	72
2025 Q2	$1.08M	Hold	2,670	–	–	0.45%	56
2025 Q1	$770K	Hold	2,670	–	–	0.35%	63
2024 Q4	$773K	Buy	2,670 +1,000	+60%	+$301K	0.34%	65
2024 Q3	$282K	Buy	1,670 +170	+11%	+$24.3K	0.12%	184
2024 Q2	$256K	Hold	1,500	–	–	0.12%	170
2024 Q1	$256K	Buy	+1,500	New	+$137K	0.13%	170

Other funds holding MSTR

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

VIPI

Vista Investment Partners II Richmond, Indiana $255M AUM 32.07% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Unique Wealth Strategies's MSTR Position: Q2 2026 in Review

Unique Wealth Strategies sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 1,670 shares — an estimated $208K sold.

Unique Wealth Strategies first reported a position in MSTR in Q1 2024 and held it in 9 quarters. The position peaked at $1.08M in Q2 2025. 139 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Unique Wealth Strategies reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
Unique Wealth Strategies sold 1,670 Strategy Inc shares in Q2 2026, an estimated $208K.
Unique Wealth Strategies first reported a position in Strategy Inc in Q1 2024 and held it in 9 quarters.
Unique Wealth Strategies's Strategy Inc position peaked at $1.08M in Q2 2025.
139 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.