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Capital Wealth Alliance’s Strategy Inc MSTR Stock Holding History

Capital Wealth Alliance’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
Q1 		$374K Buy
+3,000
New +$429K 0.17% 70

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Wealth Alliance's MSTR Position: Q1 2026 in Review

Capital Wealth Alliance increased its Strategy Inc (MSTR) stake by 1.2% in Q1 2026, buying an estimated $83.9K and bringing the position to 51,559 shares worth $6.43M. The position accounts for 2.91% of the portfolio, ranked #6.

Capital Wealth Alliance first reported a position in MSTR in Q4 2020 and has held it in 22 quarters since. The position peaked at $17.8M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Capital Wealth Alliance held 51,559 shares of Strategy Inc worth $6.43M as of Q1 2026.
  • Capital Wealth Alliance bought 587 Strategy Inc shares in Q1 2026, an estimated $83.9K.
  • Strategy Inc made up 2.91% of Capital Wealth Alliance's portfolio in Q1 2026, its #6 holding.
  • Capital Wealth Alliance first reported a position in Strategy Inc in Q4 2020 and has held it in 22 quarters since.
  • Capital Wealth Alliance's Strategy Inc position peaked at $17.8M in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Capital Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.