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High Note Wealth’s Strategy Inc MSTR Stock Holding History

High Note 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 		$695 Sell
8
-19
-70% -$2.76K ﹤0.01% 909
2026
Q1 		$3.37K Buy
27
+16
+145% +$2.29K ﹤0.01% 679
2025
Q4 		$1.67K Buy
11
+9
+450% +$2.07K ﹤0.01% 799
2025
Q3 		$644 Buy
+2
New +$742 ﹤0.01% 749

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 $3.38T AUM 44.17% 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

High Note Wealth's MSTR Position: Q2 2026 in Review

High Note Wealth reduced its Strategy Inc (MSTR) stake by 70% in Q2 2026, selling an estimated $2.76K and leaving 8 shares worth $695. The position accounts for ﹤0.01% of the portfolio, ranked #909.

High Note Wealth first reported a position in MSTR in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.37K in Q1 2026. 853 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • High Note Wealth held 8 shares of Strategy Inc worth $695 as of Q2 2026.
  • High Note Wealth sold 19 Strategy Inc shares in Q2 2026, an estimated $2.76K.
  • Strategy Inc made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #909 holding.
  • High Note Wealth first reported a position in Strategy Inc in Q3 2025 and has held it in 4 quarters since.
  • High Note Wealth's Strategy Inc position peaked at $3.37K in Q1 2026.
  • 853 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.