1WA
MSTR icon

180 Wealth Advisors’s Strategy Inc MSTR Stock Holding History

180 Wealth Advisors’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 		$422K Buy
4,849
+2,864
+144% +$416K 0.04% 309
2026
Q1 		$248K Sell
1,985
-182
-8% -$26K 0.03% 403
2025
Q4 		$329K Buy
+2,167
New +$499K 0.04% 341

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

180 Wealth Advisors's MSTR Position: Q2 2026 in Review

180 Wealth Advisors increased its Strategy Inc (MSTR) stake by 144% in Q2 2026, buying an estimated $416K and bringing the position to 4,849 shares worth $422K. The position accounts for 0.04% of the portfolio, ranked #309.

180 Wealth Advisors first reported a position in MSTR in Q4 2025 and has held it in 3 quarters since. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • 180 Wealth Advisors held 4,849 shares of Strategy Inc worth $422K as of Q2 2026.
  • 180 Wealth Advisors bought 2,864 Strategy Inc shares in Q2 2026, an estimated $416K.
  • Strategy Inc made up 0.04% of 180 Wealth Advisors's portfolio in Q2 2026, its #309 holding.
  • 180 Wealth Advisors first reported a position in Strategy Inc in Q4 2025 and has held it in 3 quarters since.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.