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Chokshi & Queen Wealth Advisors’s Strategy Inc MSTR Stock Holding History

Chokshi & Queen Wealth Advisors’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 		$1.2M Sell
13,850
-3,975
-22% -$577K 0.56% 23
2026
Q1 		$2.22M Buy
17,825
+3,475
+24% +$497K 1.19% 14
2025
Q4 		$2.18M Buy
14,350
+9,200
+179% +$2.12M 1.14% 15
2025
Q3 		$1.66M Buy
5,150
+1,200
+30% +$445K 0.88% 17
2025
Q2 		$1.6M Hold
3,950
– – 0.91% 18
2025
Q1 		$1.14M Buy
+3,950
New +$1.25M 0.69% 19

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

Chokshi & Queen Wealth Advisors's MSTR Position: Q2 2026 in Review

Chokshi & Queen Wealth Advisors reduced its Strategy Inc (MSTR) stake by 22% in Q2 2026, selling an estimated $577K and leaving 13,850 shares worth $1.2M. The position accounts for 0.56% of the portfolio, ranked #23.

Chokshi & Queen Wealth Advisors first reported a position in MSTR in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.22M in Q1 2026. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Chokshi & Queen Wealth Advisors held 13,850 shares of Strategy Inc worth $1.2M as of Q2 2026.
  • Chokshi & Queen Wealth Advisors sold 3,975 Strategy Inc shares in Q2 2026, an estimated $577K.
  • Strategy Inc made up 0.56% of Chokshi & Queen Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • Chokshi & Queen Wealth Advisors first reported a position in Strategy Inc in Q1 2025 and has held it in 6 quarters since.
  • Chokshi & Queen Wealth Advisors's Strategy Inc position peaked at $2.22M in Q1 2026.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.