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Dynasty Wealth Management’s Strategy Inc MSTR Stock Holding History

Dynasty 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
Q1 		$722K Buy
+5,783
New +$827K 0.01% 202

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

Dynasty Wealth Management's MSTR Position: Q1 2026 in Review

Dynasty Wealth Management opened a new position in Strategy Inc (MSTR) in Q1 2026: 5,783 shares worth $722K. The stake represents 0.01% of the portfolio and ranks #202 among its holdings.

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

  • Dynasty Wealth Management held 5,783 shares of Strategy Inc worth $722K as of Q1 2026.
  • Strategy Inc was a new Dynasty Wealth Management position in Q1 2026.
  • Strategy Inc made up 0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #202 holding.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.