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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
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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

High Note Wealth's MSTR Position: Q1 2026 in Review

High Note Wealth increased its Strategy Inc (MSTR) stake by 145% in Q1 2026, buying an estimated $2.29K and bringing the position to 27 shares worth $3.37K. The position accounts for ﹤0.01% of the portfolio, ranked #679.

High Note Wealth first reported a position in MSTR in Q3 2025 and has held it in 3 quarters since. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • High Note Wealth held 27 shares of Strategy Inc worth $3.37K as of Q1 2026.
  • High Note Wealth bought 16 Strategy Inc shares in Q1 2026, an estimated $2.29K.
  • Strategy Inc made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #679 holding.
  • High Note Wealth first reported a position in Strategy Inc in Q3 2025 and has held it in 3 quarters since.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.