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 Q2	$568K	Buy	5,846 +722	+14%	+$105K	0.03%	296
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 $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 Wealth Solutions's MSTR Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Strategy Inc (MSTR) stake by 14% in Q2 2026, buying an estimated $105K and bringing the position to 5,846 shares worth $568K. The position accounts for 0.03% of the portfolio, ranked #296.

Evergreen Wealth Solutions first reported a position in MSTR in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.2M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Evergreen Wealth Solutions held 5,846 shares of Strategy Inc worth $568K as of Q2 2026.
Evergreen Wealth Solutions bought 722 Strategy Inc shares in Q2 2026, an estimated $105K.
Strategy Inc made up 0.03% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #296 holding.
Evergreen Wealth Solutions first reported a position in Strategy Inc in Q1 2024 and has held it in 10 quarters since.
Evergreen Wealth Solutions's Strategy Inc position peaked at $2.2M in Q2 2025.
852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.