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 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 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

Evexia Wealth's MSTR Position: Q1 2026 in Review

Evexia Wealth increased its Strategy Inc (MSTR) stake by 5.6% in Q1 2026, buying an estimated $67.2K and bringing the position to 8,854 shares worth $1.17M. The position accounts for 0.32% of the portfolio, ranked #42.

Evexia Wealth first reported a position in MSTR in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.83M in Q2 2025. 938 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

Evexia Wealth held 8,854 shares of Strategy Inc worth $1.17M as of Q1 2026.
Evexia Wealth bought 470 Strategy Inc shares in Q1 2026, an estimated $67.2K.
Strategy Inc made up 0.32% of Evexia Wealth's portfolio in Q1 2026, its #42 holding.
Evexia Wealth first reported a position in Strategy Inc in Q1 2024 and has held it in 9 quarters since.
Evexia Wealth's Strategy Inc position peaked at $1.83M in Q2 2025.
938 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Evexia Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.