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
Q2 		$8K Hold
92
– – ﹤0.01% 898
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 $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

Cassaday & Co Wealth Management's MSTR Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Strategy Inc (MSTR) position steady in Q2 2026 at 92 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #898.

Cassaday & Co Wealth Management first reported a position in MSTR in Q1 2026 and has held it in 2 quarters since. The position peaked at $11.5K in Q1 2026. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Cassaday & Co Wealth Management held 92 shares of Strategy Inc worth $8K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Strategy Inc share count unchanged in Q2 2026.
  • Strategy Inc made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #898 holding.
  • Cassaday & Co Wealth Management first reported a position in Strategy Inc in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Strategy Inc position peaked at $11.5K in Q1 2026.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.