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Global Wealth Strategies & Associates’s Strategy Inc MSTR Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-50
Closed -$6.24K – 312
2026
Q1 		$6.24K Hold
50
– – ﹤0.01% 349
2025
Q4 		$7.6K Sell
50
-139
-74% -$32K ﹤0.01% 335
2025
Q3 		$60.9K Sell
189
-4
-2% -$1.48K 0.02% 132
2025
Q2 		$78K Sell
193
-215
-53% -$78.3K 0.02% 86
2025
Q1 		$118K Buy
408
+338
+483% +$107K 0.04% 66
2024
Q4 		$20.3K Buy
+70
New +$21.1K 0.01% 163

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

Global Wealth Strategies & Associates's MSTR Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 50 shares — an estimated $6.24K sold.

Global Wealth Strategies & Associates first reported a position in MSTR in Q4 2024 and held it in 6 quarters. The position peaked at $118K in Q1 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 50 Strategy Inc shares in Q2 2026, an estimated $6.24K.
  • Global Wealth Strategies & Associates first reported a position in Strategy Inc in Q4 2024 and held it in 6 quarters.
  • Global Wealth Strategies & Associates's Strategy Inc position peaked at $118K in Q1 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.