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Evelyn Partners’s Strategy Inc MSTR Stock Holding History

Evelyn Partners’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 		$109K Buy
+1,250
New +$181K ﹤0.01% 311

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State Street
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Goldman Sachs
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UBS Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evelyn Partners's MSTR Position: Q2 2026 in Review

Evelyn Partners opened a new position in Strategy Inc (MSTR) in Q2 2026: 1,250 shares worth $109K. The stake represents ﹤0.01% of the portfolio and ranks #311 among its holdings.

802 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Evelyn Partners held 1,250 shares of Strategy Inc worth $109K as of Q2 2026.
  • Strategy Inc was a new Evelyn Partners position in Q2 2026.
  • Strategy Inc made up ﹤0.01% of Evelyn Partners's portfolio in Q2 2026, its #311 holding.
  • 802 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.