EW
MSTR icon

Evexia Wealth’s Strategy Inc MSTR Stock Holding History

Evexia Wealth’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 		$1.22M Buy
12,856
+4,002
+45% +$581K 0.33% 41
2026
Q1 		$1.17M Buy
8,854
+470
+6% +$67.2K 0.32% 42
2025
Q4 		$1.5M Buy
8,384
+3,600
+75% +$829K 0.42% 40
2025
Q3 		$1.51M Buy
4,784
+456
+11% +$169K 0.45% 41
2025
Q2 		$1.83M Sell
4,328
-28
-0.6% -$10.2K 0.58% 40
2025
Q1 		$1.29M Buy
4,356
+131
+3% +$41.6K 0.47% 44
2024
Q4 		$1.38M Buy
4,225
+2,097
+99% +$631K 0.47% 42
2024
Q3 		$396K Buy
2,128
+158
+8% +$22.6K 0.14% 58
2024
Q2 		$355K Sell
1,970
-1,590
-45% -$229K 0.13% 55
2024
Q1 		$527K Buy
+3,560
New +$325K 0.22% 43

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evexia Wealth's MSTR Position: Q2 2026 in Review

Evexia Wealth increased its Strategy Inc (MSTR) stake by 45% in Q2 2026, buying an estimated $581K and bringing the position to 12,856 shares worth $1.22M. The position accounts for 0.33% of the portfolio, ranked #41.

Evexia Wealth first reported a position in MSTR in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.83M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Evexia Wealth held 12,856 shares of Strategy Inc worth $1.22M as of Q2 2026.
  • Evexia Wealth bought 4,002 Strategy Inc shares in Q2 2026, an estimated $581K.
  • Strategy Inc made up 0.33% of Evexia Wealth's portfolio in Q2 2026, its #41 holding.
  • Evexia Wealth first reported a position in Strategy Inc in Q1 2024 and has held it in 10 quarters since.
  • Evexia Wealth's Strategy Inc position peaked at $1.83M in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Evexia Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.