STRATEGY INC · CUSIP 594972408 · CIK 1987855
As of 2026-06-30, KINGSWOOD WEALTH ADVISORS, LLC reported 41.90K MSTR (shares), valued at $3.64M, or 0.15% of its reported non-derivative portfolio. Filed 2026-07-27.
Verify history & sources →Shares increased 2.21%; reported value decreased 28.81%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.15% | 41,900 | SEC filing ↗Filed Jul 27, 2026 |
| Q1 2026 | 0.24% | 40,996 | SEC filing ↗Filed Apr 28, 2026 |
| Q4 2025 | 0.31% | 42,750 | SEC filing ↗Filed Jan 28, 2026 |
| Q3 2025 | 0.80% | 41,017 | SEC filing ↗Filed Oct 23, 2025 |
| Q2 2025 | 1.20% | 37,614 | SEC filing ↗Filed Jul 23, 2025 |
| Q1 2025 | 0.93% | 35,431 | SEC filing ↗Filed Jul 25, 2025AmendedCombination report |
| Q4 2024 | 1.17% | 53,838 | SEC filing ↗Filed Jan 22, 2025 |
| Q3 2024 | 0.53% | 44,400 | SEC filing ↗Filed Oct 21, 2024 |
| Q2 2024 | 0.61% | 4,917 | SEC filing ↗Filed Jul 9, 2024 |
| Q1 2024 | 0.85% | 4,333 | SEC filing ↗Filed Apr 15, 2024 |
| Q4 2023 | 0.14% | 2,012 | SEC filing ↗Filed Jan 16, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 0.14% | 2,012 | $1.27M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 16, 2024 |
| Q1 2024 | 0.85% | 4,333 | $7.39M | Shares increased 115.36%; reported value increased 481.19%, and weight changed +0.71 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2024 |
| Q2 2024 | 0.61% | 4,917 | $6.77M | Shares increased 13.48%; reported value decreased 8.30%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2024 |
| Q3 2024 | 0.53% | 44,400 | $7.49M | Shares increased 802.99%; reported value increased 10.52%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2024 |
| Q4 2024 | 1.17% | 53,838 | $15.59M | Shares increased 21.26%; reported value increased 108.29%, and weight changed +0.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2025 |
| Q1 2025 | 0.93% | 35,431 | $10.22M | Shares decreased 34.19%; reported value decreased 34.45%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 25, 2025 |
| Q2 2025 | 1.20% | 37,614 | $15.20M | Shares increased 6.16%; reported value increased 48.76%, and weight changed +0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2025 |
| Q3 2025 | 0.80% | 41,017 | $13.22M | Shares increased 9.05%; reported value decreased 13.08%, and weight changed -0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2025 |
| Q4 2025 | 0.31% | 42,750 | $6.50M | Shares increased 4.23%; reported value decreased 50.85%, and weight changed -0.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2026 |
| Q1 2026 | 0.24% | 40,996 | $5.12M | Shares decreased 4.10%; reported value decreased 21.24%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2026 |
| Q2 2026 | 0.15% | 41,900 | $3.64M | Shares increased 2.21%; reported value decreased 28.81%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 27, 2026 |
Take these holdings further.
This page includes 11 of 11 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1987855","quarter":"2026Q2","cusip":"594972408"}
get_institutional_manager_history
{"cik":"1987855","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.