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JPL Wealth Management’s Strategy Inc MSTR Stock Holding History

JPL 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 		$9.04K Buy
104
+5
+5% +$726 ﹤0.01% 620
2026
Q1 		$12.4K Buy
+99
New +$14.2K ﹤0.01% 485
2025
Q4 		– Sell
-9,395
Closed -$3.03M – 743
2025
Q3 		$3.03M Buy
+9,395
New +$3.49M 0.72% 58

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

JPL Wealth Management's MSTR Position: Q2 2026 in Review

JPL Wealth Management increased its Strategy Inc (MSTR) stake by 5.1% in Q2 2026, buying an estimated $726 and bringing the position to 104 shares worth $9.04K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

JPL Wealth Management first reported a position in MSTR in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.03M in Q3 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • JPL Wealth Management held 104 shares of Strategy Inc worth $9.04K as of Q2 2026.
  • JPL Wealth Management bought 5 Strategy Inc shares in Q2 2026, an estimated $726.
  • Strategy Inc made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #620 holding.
  • JPL Wealth Management first reported a position in Strategy Inc in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Strategy Inc position peaked at $3.03M in Q3 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.