Envestnet Portfolio Solutions
MSTR icon

Envestnet Portfolio Solutions’s Strategy Inc MSTR Stock Holding History

Envestnet Portfolio 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
Q1 		– Sell
-1,648
Closed -$250K – 1427
2025
Q4 		$250K Sell
1,648
-13
-0.8% -$2.99K ﹤0.01% 1369
2025
Q3 		$535K Buy
1,661
+897
+117% +$333K ﹤0.01% 998
2025
Q2 		$309K Buy
+764
New +$278K ﹤0.01% 1316

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 $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's MSTR Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Strategy Inc (MSTR) in Q1 2026, closing a stake of 1,648 shares — an estimated $250K sold.

Envestnet Portfolio Solutions first reported a position in MSTR in Q2 2025 and held it in 3 quarters. The position peaked at $535K in Q3 2025. 945 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining Strategy Inc position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 1,648 Strategy Inc shares in Q1 2026, an estimated $250K.
  • Envestnet Portfolio Solutions first reported a position in Strategy Inc in Q2 2025 and held it in 3 quarters.
  • Envestnet Portfolio Solutions's Strategy Inc position peaked at $535K in Q3 2025.
  • 945 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.