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Alchemi Wealth’s Strategy Inc MSTR Stock Holding History

Alchemi Wealth’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 		$1.07M Buy
12,339
+2,048
+20% +$297K 0.5% 49
2026
Q1 		$1.28M Buy
10,291
+1,999
+24% +$286K 0.71% 30
2025
Q4 		$1.26M Buy
+8,292
New +$1.91M 0.69% 31

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

Alchemi Wealth's MSTR Position: Q2 2026 in Review

Alchemi Wealth increased its Strategy Inc (MSTR) stake by 20% in Q2 2026, buying an estimated $297K and bringing the position to 12,339 shares worth $1.07M. The position accounts for 0.5% of the portfolio, ranked #49.

Alchemi Wealth first reported a position in MSTR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.28M in Q1 2026. 850 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Alchemi Wealth held 12,339 shares of Strategy Inc worth $1.07M as of Q2 2026.
  • Alchemi Wealth bought 2,048 Strategy Inc shares in Q2 2026, an estimated $297K.
  • Strategy Inc made up 0.5% of Alchemi Wealth's portfolio in Q2 2026, its #49 holding.
  • Alchemi Wealth first reported a position in Strategy Inc in Q4 2025 and has held it in 3 quarters since.
  • Alchemi Wealth's Strategy Inc position peaked at $1.28M in Q1 2026.
  • 850 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Alchemi Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.