CCWM
MSTR icon

Cassaday & Co Wealth Management’s Strategy Inc MSTR Stock Holding History

Cassaday & Co 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
Q1 		$11.5K Buy
+92
New +$13.2K ﹤0.01% 869

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

Cassaday & Co Wealth Management's MSTR Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Strategy Inc (MSTR) in Q1 2026: 92 shares worth $11.5K. The stake represents ﹤0.01% of the portfolio and ranks #869 among its holdings.

937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Cassaday & Co Wealth Management held 92 shares of Strategy Inc worth $11.5K as of Q1 2026.
  • Strategy Inc was a new Cassaday & Co Wealth Management position in Q1 2026.
  • Strategy Inc made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #869 holding.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.