Wealthcare Advisory Partners’s Strategy Inc MSTR Stock Holding History

Wealthcare Advisory Partners’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	$683K	Buy	7,857 +329	+4%	+$47.8K	0.01%	619
2026 Q1	$939K	Buy	7,528 +936	+14%	+$134K	0.02%	534
2025 Q4	$1M	Buy	6,592 +2	+0%	+$460	0.02%	513
2025 Q3	$2.12M	Buy	6,590 +538	+9%	+$200K	0.04%	324
2025 Q2	$2.45M	Buy	6,052 +251	+4%	+$91.4K	0.06%	287
2025 Q1	$1.67M	Buy	5,801 +734	+14%	+$233K	0.04%	327
2024 Q4	$1.47M	Buy	5,067 +1,216	+32%	+$366K	0.04%	335
2024 Q3	$649K	Buy	3,851 +1,581	+70%	+$226K	0.02%	511
2024 Q2	$313K	Hold	2,270	–	–	0.01%	659
2024 Q1	$387K	Sell	2,270 -1,010	-31%	-$92.1K	0.01%	600
2023 Q4	$207K	Buy	+3,280	New	+$155K	0.01%	712
2022 Q1	–	Sell	-5,850	Closed	-$319K	–	578
2021 Q4	$319K	Buy	+5,850	New	+$402K	0.02%	426
2021 Q2	–	Sell	-1,050	Closed	-$71K	–	1349
2021 Q1	$71K	Buy	+1,050	New	+$74.2K	0.01%	773

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

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Wealthcare Advisory Partners's MSTR Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Strategy Inc (MSTR) stake by 4.4% in Q2 2026, buying an estimated $47.8K and bringing the position to 7,857 shares worth $683K. The position accounts for 0.01% of the portfolio, ranked #619.

Wealthcare Advisory Partners first reported a position in MSTR in Q1 2021 and has held it in 13 quarters since. The position peaked at $2.45M in Q2 2025. 132 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Wealthcare Advisory Partners held 7,857 shares of Strategy Inc worth $683K as of Q2 2026.
Wealthcare Advisory Partners bought 329 Strategy Inc shares in Q2 2026, an estimated $47.8K.
Strategy Inc made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #619 holding.
Wealthcare Advisory Partners first reported a position in Strategy Inc in Q1 2021 and has held it in 13 quarters since.
Wealthcare Advisory Partners's Strategy Inc position peaked at $2.45M in Q2 2025.
132 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.