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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
Q2 		$52K Hold
600
– – ﹤0.01% 244
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
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 $3.38T AUM 44.17% 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

JTC Employer Solutions Trustee's MSTR Position: Q2 2026 in Review

JTC Employer Solutions Trustee held its Strategy Inc (MSTR) position steady in Q2 2026 at 600 shares worth $52K. The position accounts for ﹤0.01% of the portfolio, ranked #244.

JTC Employer Solutions Trustee first reported a position in MSTR in Q1 2024 and has held it in 10 quarters since. The position peaked at $243K in Q2 2025. 853 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • JTC Employer Solutions Trustee held 600 shares of Strategy Inc worth $52K as of Q2 2026.
  • JTC Employer Solutions Trustee left its Strategy Inc share count unchanged in Q2 2026.
  • Strategy Inc made up ﹤0.01% of JTC Employer Solutions Trustee's portfolio in Q2 2026, its #244 holding.
  • JTC Employer Solutions Trustee first reported a position in Strategy Inc in Q1 2024 and has held it in 10 quarters since.
  • JTC Employer Solutions Trustee's Strategy Inc position peaked at $243K in Q2 2025.
  • 853 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q2 2026, filed 31 Jul 2026.