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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
Q2 		$2.61K Buy
30
+15
+100% +$2.18K ﹤0.01% 273
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 $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

Chung Wu Investment Group's MSTR Position: Q2 2026 in Review

Chung Wu Investment Group increased its Strategy Inc (MSTR) stake by 100% in Q2 2026, buying an estimated $2.18K and bringing the position to 30 shares worth $2.61K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

Chung Wu Investment Group first reported a position in MSTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $850K in Q4 2024. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Chung Wu Investment Group held 30 shares of Strategy Inc worth $2.61K as of Q2 2026.
  • Chung Wu Investment Group bought 15 Strategy Inc shares in Q2 2026, an estimated $2.18K.
  • Strategy Inc made up ﹤0.01% of Chung Wu Investment Group's portfolio in Q2 2026, its #273 holding.
  • Chung Wu Investment Group first reported a position in Strategy Inc in Q4 2024 and has held it in 7 quarters since.
  • Chung Wu Investment Group's Strategy Inc position peaked at $850K in Q4 2024.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.