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Chung Wu Investment Group’s Strategy Inc MSTR Stock Holding History

Chung Wu Investment Group’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 		$1.87K Sell
15
-500
-97% -$71.5K ﹤0.01% 251
2025
Q4 		$78.3K Sell
515
-975
-65% -$224K 0.06% 118
2025
Q3 		$480K Sell
1,490
-145
-9% -$53.8K 0.4% 49
2025
Q2 		$661K Buy
1,635
+100
+7% +$36.4K 0.69% 35
2025
Q1 		$442K Sell
1,535
-1,400
-48% -$445K 0.53% 40
2024
Q4 		$850K Buy
+2,935
New +$883K 0.86% 26

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

Chung Wu Investment Group's MSTR Position: Q1 2026 in Review

Chung Wu Investment Group reduced its Strategy Inc (MSTR) stake by 97% in Q1 2026, selling an estimated $71.5K and leaving 15 shares worth $1.87K. The position accounts for ﹤0.01% of the portfolio, ranked #251.

Chung Wu Investment Group first reported a position in MSTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $850K in Q4 2024. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Chung Wu Investment Group held 15 shares of Strategy Inc worth $1.87K as of Q1 2026.
  • Chung Wu Investment Group sold 500 Strategy Inc shares in Q1 2026, an estimated $71.5K.
  • Strategy Inc made up ﹤0.01% of Chung Wu Investment Group's portfolio in Q1 2026, its #251 holding.
  • Chung Wu Investment Group first reported a position in Strategy Inc in Q4 2024 and has held it in 6 quarters since.
  • Chung Wu Investment Group's Strategy Inc position peaked at $850K in Q4 2024.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Chung Wu Investment Group's 13F filing for Q1 2026, filed 12 May 2026.