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EP Wealth Advisors’s Strategy Inc MSTR Stock Holding History

EP Wealth Advisors’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 		$639K Buy
7,348
+3,022
+70% +$439K ﹤0.01% 923
2026
Q1 		$540K Sell
4,326
-39
-0.9% -$5.58K ﹤0.01% 868
2025
Q4 		$663K Buy
+4,365
New +$1M ﹤0.01% 750
2025
Q2 		$1.51M Buy
3,742
+156
+4% +$56.8K 0.01% 476
2025
Q1 		$1.03M Buy
3,586
+227
+7% +$72.1K 0.01% 492
2024
Q4 		$973K Buy
3,359
+929
+38% +$280K 0.01% 506
2024
Q3 		$410K Hold
2,430
– – ﹤0.01% 751
2024
Q2 		$335K Sell
2,430
-70
-3% -$10.1K ﹤0.01% 622
2024
Q1 		$426K Buy
+2,500
New +$228K 0.01% 550

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

EP Wealth Advisors's MSTR Position: Q2 2026 in Review

EP Wealth Advisors increased its Strategy Inc (MSTR) stake by 70% in Q2 2026, buying an estimated $439K and bringing the position to 7,348 shares worth $639K. The position accounts for ﹤0.01% of the portfolio, ranked #923.

EP Wealth Advisors first reported a position in MSTR in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.51M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • EP Wealth Advisors held 7,348 shares of Strategy Inc worth $639K as of Q2 2026.
  • EP Wealth Advisors bought 3,022 Strategy Inc shares in Q2 2026, an estimated $439K.
  • Strategy Inc made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #923 holding.
  • EP Wealth Advisors first reported a position in Strategy Inc in Q1 2024 and has held it in 9 quarters since.
  • EP Wealth Advisors's Strategy Inc position peaked at $1.51M in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.