Evergreen Wealth Solutions’s Strategy Inc MSTR Stock Holding History

Evergreen Wealth Solutions’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	$639K	Sell	5,124 -19	-0.4%	-$2.72K	0.05%	218
2025 Q4	$781K	Sell	5,143 -300	-6%	-$69.1K	0.11%	95
2025 Q3	$1.75M	Hold	5,443	–	–	0.99%	21
2025 Q2	$2.2M	Hold	5,443	–	–	1.32%	10
2025 Q1	$1.57M	Buy	5,443 +43	+0.8%	+$13.7K	1.06%	17
2024 Q4	$1.56M	Hold	5,400	–	–	1.09%	16
2024 Q3	$910K	Hold	5,400	–	–	0.62%	27
2024 Q2	$744K	Hold	5,400	–	–	0.53%	38
2024 Q1	$920K	Buy	+5,400	New	+$492K	0.68%	32

Other funds holding MSTR

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evergreen Wealth Solutions's MSTR Position: Q1 2026 in Review

Evergreen Wealth Solutions reduced its Strategy Inc (MSTR) stake by 0.37% in Q1 2026, selling an estimated $2.72K and leaving 5,124 shares worth $639K. The position accounts for 0.05% of the portfolio, ranked #218.

Evergreen Wealth Solutions first reported a position in MSTR in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.2M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

Evergreen Wealth Solutions held 5,124 shares of Strategy Inc worth $639K as of Q1 2026.
Evergreen Wealth Solutions sold 19 Strategy Inc shares in Q1 2026, an estimated $2.72K.
Strategy Inc made up 0.05% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #218 holding.
Evergreen Wealth Solutions first reported a position in Strategy Inc in Q1 2024 and has held it in 9 quarters since.
Evergreen Wealth Solutions's Strategy Inc position peaked at $2.2M in Q2 2025.
937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.