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Evelyn Partners Investment Management (Europe)’s Strategy Inc MSTR Stock Holding History

Evelyn Partners Investment Management (Europe)’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 		$150K Hold
1,200
– – 0.05% 93
2025
Q4 		$182K Hold
1,200
– – 0.06% 88
2025
Q3 		$387K Hold
1,200
– – 0.13% 67
2025
Q2 		$485K Hold
1,200
– – 0.17% 64
2025
Q1 		$346K Hold
1,200
– – 0.13% 71
2024
Q4 		$348K Buy
+1,200
New +$361K 0.13% 72

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Evelyn Partners Investment Management (Europe)'s MSTR Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) held its Strategy Inc (MSTR) position steady in Q1 2026 at 1,200 shares worth $150K. The position accounts for 0.05% of the portfolio, ranked #93.

Evelyn Partners Investment Management (Europe) first reported a position in MSTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $485K in Q2 2025. 940 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Evelyn Partners Investment Management (Europe) held 1,200 shares of Strategy Inc worth $150K as of Q1 2026.
  • Evelyn Partners Investment Management (Europe) left its Strategy Inc share count unchanged in Q1 2026.
  • Strategy Inc made up 0.05% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #93 holding.
  • Evelyn Partners Investment Management (Europe) first reported a position in Strategy Inc in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management (Europe)'s Strategy Inc position peaked at $485K in Q2 2025.
  • 940 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.