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Coastline Complete Wealth’s Strategy Inc MSTR Stock Holding History

Coastline Complete Wealth’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 		$285K Buy
+2,283
New +$326K 0.18% 46

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Coastline Complete Wealth's MSTR Position: Q1 2026 in Review

Coastline Complete Wealth opened a new position in Strategy Inc (MSTR) in Q1 2026: 2,283 shares worth $285K. The stake represents 0.18% of the portfolio and ranks #46 among its holdings.

941 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Coastline Complete Wealth held 2,283 shares of Strategy Inc worth $285K as of Q1 2026.
  • Strategy Inc was a new Coastline Complete Wealth position in Q1 2026.
  • Strategy Inc made up 0.18% of Coastline Complete Wealth's portfolio in Q1 2026, its #46 holding.
  • 941 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Coastline Complete Wealth's 13F filing for Q1 2026, filed 22 May 2026.