EverSource Wealth Advisors’s Strategy Inc MSTR Stock Holding History

EverSource Wealth Advisors’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	$3.8M	Sell	43,674 -12,187	-22%	-$1.77M	0.13%	145
2026 Q1	$6.97M	Buy	55,861 +3,255	+6%	+$465K	0.21%	80
2025 Q4	$7.99M	Buy	52,606 +17,270	+49%	+$3.98M	0.29%	76
2025 Q3	$11.4M	Buy	35,336 +2,645	+8%	+$981K	0.45%	56
2025 Q2	$13.2M	Buy	32,691 +603	+2%	+$220K	0.6%	38
2025 Q1	$9.25M	Buy	32,088 +9,372	+41%	+$2.98M	0.51%	49
2024 Q4	$6.58M	Sell	22,716 -2,848	-11%	-$857K	0.37%	65
2024 Q3	$4.31M	Buy	25,564 +16,724	+189%	+$2.39M	0.27%	79
2024 Q2	$1.43M	Buy	8,840 +8,030	+991%	+$1.16M	0.09%	167
2024 Q1	$86.3K	Buy	810 +40	+5%	+$3.65K	0.01%	762
2023 Q4	$48.8K	Buy	+770	New	+$36.5K	﹤0.01%	908
2023 Q3	–	Hold	0	–	–	–	2459
2023 Q2	–	Hold	0	–	–	–	2447

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

EverSource Wealth Advisors's MSTR Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Strategy Inc (MSTR) stake by 22% in Q2 2026, selling an estimated $1.77M and leaving 43,674 shares worth $3.8M. The position accounts for 0.13% of the portfolio, ranked #145.

EverSource Wealth Advisors first reported a position in MSTR in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.2M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

EverSource Wealth Advisors held 43,674 shares of Strategy Inc worth $3.8M as of Q2 2026.
EverSource Wealth Advisors sold 12,187 Strategy Inc shares in Q2 2026, an estimated $1.77M.
Strategy Inc made up 0.13% of EverSource Wealth Advisors's portfolio in Q2 2026, its #145 holding.
EverSource Wealth Advisors first reported a position in Strategy Inc in Q4 2023 and has held it in 11 quarters since.
EverSource Wealth Advisors's Strategy Inc position peaked at $13.2M in Q2 2025.
852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.