Western Wealth Management’s Strategy Inc MSTR Stock Holding History

Western Wealth Management’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	-4,000	Closed	-$499K	–	1038
2026 Q1	$499K	Buy	+4,000	New	+$572K	0.02%	647
2025 Q4	–	Sell	-126	Closed	-$2.35M	–	846
2025 Q3	$2.35M	Sell	126 -2	-2%	-$742	0.12%	159
2025 Q2	$3.42M	Hold	128	–	–	0.2%	100
2025 Q1	$2.18M	Buy	128 +102	+392%	+$32.4K	0.14%	142
2024 Q4	$1.69M	Sell	26 -6,474	-100%	-$1.95M	0.09%	222
2024 Q3	$863K	Buy	6,500 +1,500	+30%	+$214K	0.05%	336
2024 Q2	$423K	Buy	+5,000	New	+$720K	0.03%	408

Other funds holding MSTR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Western Wealth Management's MSTR Position: Q2 2026 in Review

Western Wealth Management reduced its Strategy Inc (MSTR) stake by 15% in Q2 2026, selling an estimated $283K and leaving 11,002 shares worth $956K. The position accounts for 0.03% of the portfolio, ranked #492.

Western Wealth Management first reported a position in MSTR in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.65M in Q3 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Western Wealth Management held 11,002 shares of Strategy Inc worth $956K as of Q2 2026.
Western Wealth Management sold 1,952 Strategy Inc shares in Q2 2026, an estimated $283K.
Strategy Inc made up 0.03% of Western Wealth Management's portfolio in Q2 2026, its #492 holding.
Western Wealth Management first reported a position in Strategy Inc in Q4 2023 and has held it in 11 quarters since.
Western Wealth Management's Strategy Inc position peaked at $4.65M in Q3 2025.
852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.