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Bullock Wealth Management’s Strategy Inc MSTR Stock Holding History

Bullock Wealth Management’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 		$4.67K Hold
50
– – ﹤0.01% 504
2026
Q1 		$6.14K Buy
50
+25
+100% +$3.57K ﹤0.01% 474
2025
Q4 		$3.8K Hold
25
– – ﹤0.01% 487
2025
Q3 		$8.46K Buy
+25
New +$9.28K ﹤0.01% 438

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 $3.38T AUM 44.17% 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

Bullock Wealth Management's MSTR Position: Q2 2026 in Review

Bullock Wealth Management held its Strategy Inc (MSTR) position steady in Q2 2026 at 50 shares worth $4.67K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

Bullock Wealth Management first reported a position in MSTR in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.46K in Q3 2025. 853 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Bullock Wealth Management held 50 shares of Strategy Inc worth $4.67K as of Q2 2026.
  • Bullock Wealth Management left its Strategy Inc share count unchanged in Q2 2026.
  • Strategy Inc made up ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #504 holding.
  • Bullock Wealth Management first reported a position in Strategy Inc in Q3 2025 and has held it in 4 quarters since.
  • Bullock Wealth Management's Strategy Inc position peaked at $8.46K in Q3 2025.
  • 853 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.