Vault-13

Strategy Inc MSTR 12 PERP A.

COM · PUBLIC · CUSIP 594972853

1 institutional holders +0 vs Q1 2026
2,5252.5k shares reported held*
$214.3kreported value*
1 new 0 added 0 reduced 1 sold out net sold ≈ $424.7k (-5.0k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $84.86.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

001Q3 25: 1Q4 25: 1Q1 26: 1Q2 26: 11Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q3 20251
Q4 20251
Q1 20261
Q2 20261

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
101Q4 25: 1 bought or addedQ4 25: 1 cut or sold outQ4 25Q1 26: 1 bought or addedQ1 26: 0 cut or sold outQ1 26Q2 26: 1 bought or addedQ2 26: 1 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q4 202511
Q1 202610
Q2 202611

Biggest buyers

Sterling Investment Advisors, Ltd. New +2,525+2.5k

Biggest sellers

Ethos Financial Group, LLC Sold out -7,530-7.5k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Sterling Investment Advisors, Ltd. 0.04% of their portfolio BERWYN, PA 2,5252.5k $214.3k $214.3k 0.04% New