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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
Q2 		$208K Buy
2,388
+934
+64% +$136K 0.02% 127
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 $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

IAG Wealth Partners's MSTR Position: Q2 2026 in Review

IAG Wealth Partners increased its Strategy Inc (MSTR) stake by 64% in Q2 2026, buying an estimated $136K and bringing the position to 2,388 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #127.

IAG Wealth Partners first reported a position in MSTR in Q4 2024 and has held it in 7 quarters since. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • IAG Wealth Partners held 2,388 shares of Strategy Inc worth $208K as of Q2 2026.
  • IAG Wealth Partners bought 934 Strategy Inc shares in Q2 2026, an estimated $136K.
  • Strategy Inc made up 0.02% of IAG Wealth Partners's portfolio in Q2 2026, its #127 holding.
  • IAG Wealth Partners first reported a position in Strategy Inc in Q4 2024 and has held it in 7 quarters since.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.