DWM
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Darwin Wealth Management’s Strategy Inc MSTR Stock Holding History

Darwin Wealth Management’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 		– Hold
0
– – – 736
2026
Q1 		– Sell
-190
Closed -$28.9K – 668
2025
Q4 		$28.9K Hold
190
– – 0.01% 266
2025
Q3 		$61.2K Hold
190
– – 0.02% 203
2025
Q2 		$76.8K Hold
190
– – 0.03% 180
2025
Q1 		$55K Hold
190
– – 0.02% 215
2024
Q4 		$55K Hold
190
– – 0.02% 215
2024
Q3 		$32K Buy
+190
New +$27.2K 0.01% 265

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

Darwin Wealth Management's MSTR Position: Q2 2026 in Review

Darwin Wealth Management held its Strategy Inc (MSTR) position steady in Q2 2026 at 0 shares worth $20. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Darwin Wealth Management first reported a position in MSTR in Q3 2024 and has held it in 6 quarters since. The position peaked at $76.8K in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Darwin Wealth Management held 0 shares of Strategy Inc worth $20 as of Q2 2026.
  • Darwin Wealth Management left its Strategy Inc share count unchanged in Q2 2026.
  • Strategy Inc made up ﹤0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #736 holding.
  • Darwin Wealth Management first reported a position in Strategy Inc in Q3 2024 and has held it in 6 quarters since.
  • Darwin Wealth Management's Strategy Inc position peaked at $76.8K in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.