EPIMS
MSTR icon

Evelyn Partners Investment Management Services’s Strategy Inc MSTR Stock Holding History

Evelyn Partners Investment Management Services’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
-387
Closed -$58.8K – 285
2025
Q4 		$58.8K Buy
387
+380
+5,429% +$87.5K 0.01% 168
2025
Q3 		$2.25K Hold
7
– – ﹤0.01% 256
2025
Q2 		$2.83K Hold
7
– – ﹤0.01% 251
2025
Q1 		$2.02K Sell
7
-169
-96% -$53.7K ﹤0.01% 255
2024
Q4 		$51K Buy
+176
New +$53K 0.01% 166

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

Evelyn Partners Investment Management Services's MSTR Position: Q1 2026 in Review

Evelyn Partners Investment Management Services sold out of Strategy Inc (MSTR) in Q1 2026, closing a stake of 387 shares — an estimated $58.8K sold.

Evelyn Partners Investment Management Services first reported a position in MSTR in Q4 2024 and held it in 5 quarters. The position peaked at $58.8K in Q4 2025. 938 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Evelyn Partners Investment Management Services reported no remaining Strategy Inc position as of Q1 2026 after selling out during the quarter.
  • Evelyn Partners Investment Management Services sold 387 Strategy Inc shares in Q1 2026, an estimated $58.8K.
  • Evelyn Partners Investment Management Services first reported a position in Strategy Inc in Q4 2024 and held it in 5 quarters.
  • Evelyn Partners Investment Management Services's Strategy Inc position peaked at $58.8K in Q4 2025.
  • 938 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

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