IFWM
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Institute for Wealth Management’s Strategy Inc MSTR Stock Holding History

Institute for Wealth Management’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 		$475K Sell
5,460
-1,005
-16% -$146K 0.04% 340
2026
Q1 		$807K Buy
+6,465
New +$924K 0.09% 235
2025
Q4 		– Sell
-2,427
Closed -$782K – 576
2025
Q3 		$782K Buy
2,427
+985
+68% +$365K 0.08% 241
2025
Q2 		$583K Sell
1,442
-115
-7% -$41.9K 0.07% 281
2025
Q1 		$449K Sell
1,557
-360
-19% -$114K 0.06% 318
2024
Q4 		$555K Buy
1,917
+588
+44% +$177K 0.07% 270
2024
Q3 		$224K Buy
+1,329
New +$190K 0.03% 490
2024
Q2 		– Sell
-1,250
Closed -$214K – 513
2024
Q1 		$214K Buy
+1,250
New +$114K 0.03% 473

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

Institute for Wealth Management's MSTR Position: Q2 2026 in Review

Institute for Wealth Management reduced its Strategy Inc (MSTR) stake by 16% in Q2 2026, selling an estimated $146K and leaving 5,460 shares worth $475K. The position accounts for 0.04% of the portfolio, ranked #340.

Institute for Wealth Management first reported a position in MSTR in Q1 2024 and has held it in 8 quarters since. The position peaked at $807K in Q1 2026. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Institute for Wealth Management held 5,460 shares of Strategy Inc worth $475K as of Q2 2026.
  • Institute for Wealth Management sold 1,005 Strategy Inc shares in Q2 2026, an estimated $146K.
  • Strategy Inc made up 0.04% of Institute for Wealth Management's portfolio in Q2 2026, its #340 holding.
  • Institute for Wealth Management first reported a position in Strategy Inc in Q1 2024 and has held it in 8 quarters since.
  • Institute for Wealth Management's Strategy Inc position peaked at $807K in Q1 2026.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.