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Discipline Wealth Solutions’s Strategy Inc MSTR Stock Holding History

Discipline Wealth Solutions’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 		$343K Buy
3,945
+20
+0.5% +$2.9K 0.03% 154
2026
Q1 		$490K Buy
3,925
+1,750
+80% +$250K 0.05% 112
2025
Q4 		$330K Buy
2,175
+279
+15% +$64.2K 0.06% 129
2025
Q3 		$611K Buy
1,896
+653
+53% +$242K 0.16% 83
2025
Q2 		$503K Sell
1,243
-66
-5% -$24K 0.19% 60
2025
Q1 		$377K Buy
1,309
+282
+27% +$89.5K 0.18% 54
2024
Q4 		$297K Buy
+1,027
New +$309K 0.14% 68

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

Discipline Wealth Solutions's MSTR Position: Q2 2026 in Review

Discipline Wealth Solutions increased its Strategy Inc (MSTR) stake by 0.51% in Q2 2026, buying an estimated $2.9K and bringing the position to 3,945 shares worth $343K. The position accounts for 0.03% of the portfolio, ranked #154.

Discipline Wealth Solutions first reported a position in MSTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $611K in Q3 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Discipline Wealth Solutions held 3,945 shares of Strategy Inc worth $343K as of Q2 2026.
  • Discipline Wealth Solutions bought 20 Strategy Inc shares in Q2 2026, an estimated $2.9K.
  • Strategy Inc made up 0.03% of Discipline Wealth Solutions's portfolio in Q2 2026, its #154 holding.
  • Discipline Wealth Solutions first reported a position in Strategy Inc in Q4 2024 and has held it in 7 quarters since.
  • Discipline Wealth Solutions's Strategy Inc position peaked at $611K in Q3 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

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