JTC Employer Solutions Trustee’s Strategy Inc MSTR Stock Holding History

JTC Employer Solutions Trustee’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	$75K	Hold	600	–	–	0.01%	225
2025 Q4	$91K	Hold	600	–	–	0.01%	217
2025 Q3	$193K	Hold	600	–	–	0.02%	154
2025 Q2	$243K	Hold	600	–	–	0.02%	123
2025 Q1	$173K	Hold	600	–	–	0.01%	147
2024 Q4	$182K	Hold	600	–	–	0.01%	144
2024 Q3	$101K	Hold	600	–	–	0.01%	200
2024 Q2	$83K	Hold	600	–	–	0.01%	219
2024 Q1	$115K	Buy	+600	New	+$54.7K	0.01%	184

Other funds holding MSTR

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JTC Employer Solutions Trustee's MSTR Position: Q1 2026 in Review

JTC Employer Solutions Trustee held its Strategy Inc (MSTR) position steady in Q1 2026 at 600 shares worth $75K. The position accounts for 0.01% of the portfolio, ranked #225.

JTC Employer Solutions Trustee first reported a position in MSTR in Q1 2024 and has held it in 9 quarters since. The position peaked at $243K in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

JTC Employer Solutions Trustee held 600 shares of Strategy Inc worth $75K as of Q1 2026.
JTC Employer Solutions Trustee left its Strategy Inc share count unchanged in Q1 2026.
Strategy Inc made up 0.01% of JTC Employer Solutions Trustee's portfolio in Q1 2026, its #225 holding.
JTC Employer Solutions Trustee first reported a position in Strategy Inc in Q1 2024 and has held it in 9 quarters since.
JTC Employer Solutions Trustee's Strategy Inc position peaked at $243K in Q2 2025.
937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q1 2026, filed 19 May 2026.