Evergreen Capital Management’s Strategy Inc MSTR Stock Holding History

Evergreen Capital Management’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	$217K	Sell	2,500 -1,750	-41%	-$254K	﹤0.01%	1420
2026 Q1	$530K	Buy	4,250 +660	+18%	+$94.3K	0.01%	754
2025 Q4	$546K	Buy	3,590 +1,627	+83%	+$375K	0.01%	696
2025 Q3	$632K	Sell	1,963 -326	-14%	-$121K	0.02%	555
2025 Q2	$925K	Buy	2,289 +323	+16%	+$118K	0.03%	379
2025 Q1	$567K	Buy	1,966 +46	+2%	+$14.6K	0.02%	458
2024 Q4	$556K	Hold	1,920	–	–	0.02%	470
2024 Q3	$324K	Hold	1,920	–	–	0.01%	675
2024 Q2	$264K	Buy	1,920 +90	+5%	+$13K	0.01%	713
2024 Q1	$312K	Buy	+1,830	New	+$167K	0.01%	616

Other funds holding MSTR

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evergreen Capital Management's MSTR Position: Q2 2026 in Review

Evergreen Capital Management reduced its Strategy Inc (MSTR) stake by 41% in Q2 2026, selling an estimated $254K and leaving 2,500 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #1420.

Evergreen Capital Management first reported a position in MSTR in Q1 2024 and has held it in 10 quarters since. The position peaked at $925K in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Evergreen Capital Management held 2,500 shares of Strategy Inc worth $217K as of Q2 2026.
Evergreen Capital Management sold 1,750 Strategy Inc shares in Q2 2026, an estimated $254K.
Strategy Inc made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1420 holding.
Evergreen Capital Management first reported a position in Strategy Inc in Q1 2024 and has held it in 10 quarters since.
Evergreen Capital Management's Strategy Inc position peaked at $925K in Q2 2025.
851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.