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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
2024
Q4 		– Sell
-2,000
Closed -$337K – 229
2024
Q3 		$337K Buy
+2,000
New +$286K 0.14% 177

Other funds holding MSTR

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
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

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. 146 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.
  • 146 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.