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IAG Wealth Partners’s Strategy Inc MSTR Stock Holding History

IAG Wealth Partners’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 		$181K Buy
1,454
+1,152
+381% +$165K 0.02% 125
2025
Q4 		$45.9K Buy
302
+180
+148% +$41.4K 0.01% 220
2025
Q3 		$39.3K Buy
122
+35
+40% +$13K ﹤0.01% 237
2025
Q2 		$35.2K Hold
87
– – ﹤0.01% 227
2025
Q1 		$25.1K Hold
87
– – ﹤0.01% 260
2024
Q4 		$25.2K Buy
+87
New +$26.2K ﹤0.01% 260

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

IAG Wealth Partners's MSTR Position: Q1 2026 in Review

IAG Wealth Partners increased its Strategy Inc (MSTR) stake by 381% in Q1 2026, buying an estimated $165K and bringing the position to 1,454 shares worth $181K. The position accounts for 0.02% of the portfolio, ranked #125.

IAG Wealth Partners first reported a position in MSTR in Q4 2024 and has held it in 6 quarters since. 938 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • IAG Wealth Partners held 1,454 shares of Strategy Inc worth $181K as of Q1 2026.
  • IAG Wealth Partners bought 1,152 Strategy Inc shares in Q1 2026, an estimated $165K.
  • Strategy Inc made up 0.02% of IAG Wealth Partners's portfolio in Q1 2026, its #125 holding.
  • IAG Wealth Partners first reported a position in Strategy Inc in Q4 2024 and has held it in 6 quarters since.
  • 938 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.