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JFS Wealth Advisors’s Strategy Inc MSTR Stock Holding History

JFS Wealth Advisors’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 		$174 Hold
2
– – ﹤0.01% 2169
2026
Q1 		$250 Hold
2
– – ﹤0.01% 1813
2025
Q4 		$304 Sell
2
-2
-50% -$460 ﹤0.01% 1846
2025
Q3 		$1.29K Hold
4
– – ﹤0.01% 1557
2025
Q2 		$1.62K Buy
4
+2
+100% +$729 ﹤0.01% 1446
2025
Q1 		$577 Buy
+2
New +$635 ﹤0.01% 1751
2023
Q2 		– Sell
-50
Closed -$1.46K – 2004
2023
Q1 		$1.46K Buy
+50
New +$1.22K ﹤0.01% 1471
2022
Q4 		– Sell
-20
Closed – – 1981
2022
Q3 		$0 Hold
20
– – ﹤0.01% 1855
2022
Q2 		$0 Hold
20
– – ﹤0.01% 1866
2022
Q1 		$1K Buy
+20
New +$866 ﹤0.01% 1686

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

JFS Wealth Advisors's MSTR Position: Q2 2026 in Review

JFS Wealth Advisors held its Strategy Inc (MSTR) position steady in Q2 2026 at 2 shares worth $174. The position accounts for ﹤0.01% of the portfolio, ranked #2169.

JFS Wealth Advisors first reported a position in MSTR in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.62K in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • JFS Wealth Advisors held 2 shares of Strategy Inc worth $174 as of Q2 2026.
  • JFS Wealth Advisors left its Strategy Inc share count unchanged in Q2 2026.
  • Strategy Inc made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2169 holding.
  • JFS Wealth Advisors first reported a position in Strategy Inc in Q1 2022 and has held it in 10 quarters since.
  • JFS Wealth Advisors's Strategy Inc position peaked at $1.62K in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.