Strategy Inc. (mstr 12 Perp A.)Preferred / convertible

13F holders, Q2 2026 (June 30)
1holders −1
1new positions
2sold out
$84.86avg. 13F price*

At the end of Q2 2026, 1 institutions reported holding Strategy Inc. (mstr 12 Perp A.) in their 13F filings, down 1 from Q1 2026. 1 opened new positions and 2 sold out. The largest holder was Sterling Investment Advisors, Ltd. ($214K).

Company
Strategy Inc. (mstr 12 Perp A.)
CUSIP
594972853
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 2Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions1$214K
Exits2$779K

All 13F filers, Q1 2026 → Q2 2026: 2,525 shares bought and 7,830 shares sold, net −5,305 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Sterling Investment Advisors, Ltd. — New 2,525 $214K

"% of holder's portfolio" is STRATEGY INC (MSTR 12 PERP A.)'s weight in each manager's 13F, not the share of Strategy Inc. (mstr 12 Perp A.) the manager owns.