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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
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 $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

Chokshi & Queen Wealth Advisors's MSTR Position: Q1 2026 in Review

Chokshi & Queen Wealth Advisors increased its Strategy Inc (MSTR) stake by 24% in Q1 2026, buying an estimated $497K and bringing the position to 17,825 shares worth $2.22M. The position accounts for 1.19% of the portfolio, ranked #14.

Chokshi & Queen Wealth Advisors first reported a position in MSTR in Q1 2025 and has held it in 5 quarters since. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Chokshi & Queen Wealth Advisors held 17,825 shares of Strategy Inc worth $2.22M as of Q1 2026.
  • Chokshi & Queen Wealth Advisors bought 3,475 Strategy Inc shares in Q1 2026, an estimated $497K.
  • Strategy Inc made up 1.19% of Chokshi & Queen Wealth Advisors's portfolio in Q1 2026, its #14 holding.
  • Chokshi & Queen Wealth Advisors first reported a position in Strategy Inc in Q1 2025 and has held it in 5 quarters since.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.