RAFFA WEALTH MANAGEMENT, LLC’s Strategy Inc MSTR Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$2.78K	Buy	32 +6	+23%	+$871	﹤0.01%	747
2026 Q1	$3.25K	Buy	26 +7	+37%	+$1K	﹤0.01%	634
2025 Q4	$2.89K	Buy	19 +1	+6%	+$230	﹤0.01%	643
2025 Q3	$5.8K	Hold	18	–	–	﹤0.01%	460
2025 Q2	$7.28K	Buy	18 +1	+6%	+$364	﹤0.01%	440
2025 Q1	$4.9K	Hold	17	–	–	﹤0.01%	429
2024 Q4	$4.92K	Sell	17 -13	-43%	-$3.91K	﹤0.01%	449
2024 Q3	$5.06K	Hold	30	–	–	﹤0.01%	414
2024 Q2	$4.13K	Hold	30	–	–	﹤0.01%	569
2024 Q1	$5.11K	Hold	30	–	–	﹤0.01%	506
2023 Q4	$1.9K	Hold	30	–	–	﹤0.01%	641
2023 Q3	$985	Hold	30	–	–	﹤0.01%	787
2023 Q2	$1.03K	Hold	30	–	–	﹤0.01%	789
2023 Q1	$877	Hold	30	–	–	﹤0.01%	832
2022 Q4	$425	Hold	30	–	–	﹤0.01%	979
2022 Q3	$637	Hold	30	–	–	﹤0.01%	952
2022 Q2	$493	Hold	30	–	–	﹤0.01%	1019
2022 Q1	$1.46K	Hold	30	–	–	﹤0.01%	730
2021 Q4	$1.63K	Hold	30	–	–	﹤0.01%	715
2021 Q3	$1.74K	Hold	30	–	–	﹤0.01%	660
2021 Q2	$1.99K	Hold	30	–	–	﹤0.01%	626
2021 Q1	$2.04K	Buy	+30	New	+$2.12K	﹤0.01%	635

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 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 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

RAFFA WEALTH MANAGEMENT, LLC's MSTR Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Strategy Inc (MSTR) stake by 23% in Q2 2026, buying an estimated $871 and bringing the position to 32 shares worth $2.78K. The position accounts for ﹤0.01% of the portfolio, ranked #747.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in MSTR in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.28K in Q2 2025. 242 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 32 shares of Strategy Inc worth $2.78K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 6 Strategy Inc shares in Q2 2026, an estimated $871.
Strategy Inc made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #747 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Strategy Inc in Q1 2021 and has held it in 22 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Strategy Inc position peaked at $7.28K in Q2 2025.
242 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.