Wealthcare Advisory Partners’s Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock STRK Stock Holding History

Wealthcare Advisory Partners’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	$1.19M	Sell	20,274 -518	-2%	-$37K	0.02%	472
2026 Q1	$1.47M	Buy	20,792 +3,576	+21%	+$286K	0.03%	428
2025 Q4	$1.36M	Buy	17,216 +3,123	+22%	+$269K	0.03%	440
2025 Q3	$1.29M	Buy	14,093 +1,590	+13%	+$165K	0.03%	437
2025 Q2	$1.51M	Buy	+12,503	New	+$1.2M	0.03%	391

Other funds holding STRK

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

GCM

Greenland Capital Management New York $812M AUM 45.54% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return

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

Wealthcare Advisory Partners reduced its Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock (STRK) stake by 2.5% in Q2 2026, selling an estimated $37K and leaving 20,274 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #472.

Wealthcare Advisory Partners first reported a position in STRK in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.51M in Q2 2025. 85 funds tracked by Wall St. Rank hold STRK as of Q2 2026.

Wealthcare Advisory Partners held 20,274 shares of Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock worth $1.19M as of Q2 2026.
Wealthcare Advisory Partners sold 518 Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock shares in Q2 2026, an estimated $37K.
Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #472 holding.
Wealthcare Advisory Partners first reported a position in Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock in Q2 2025 and has held it in 5 quarters since.
Wealthcare Advisory Partners's Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock position peaked at $1.51M in Q2 2025.
85 funds tracked by Wall St. Rank held Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock as of Q2 2026.

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