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Keebeck Wealth Management’s Strategy Inc MSTR Stock Holding History

Keebeck 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
Q1 		$457K Sell
3,661
-1,566
-30% -$224K 0.05% 242
2025
Q4 		$794K Sell
5,227
-125
-2% -$28.8K 0.09% 165
2025
Q3 		$1.72M Buy
5,352
+369
+7% +$137K 0.2% 119
2025
Q2 		$2.01M Sell
4,983
-400
-7% -$146K 0.26% 96
2025
Q1 		$1.55M Buy
5,383
+465
+9% +$148K 0.23% 105
2024
Q4 		$1.42M Buy
4,918
+2,123
+76% +$639K 0.21% 106
2024
Q3 		$471K Buy
2,795
+795
+40% +$114K 0.07% 177
2024
Q2 		$275K Sell
2,000
-70
-3% -$10.1K 0.04% 227
2024
Q1 		$353K Buy
+2,070
New +$189K 0.05% 219

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Keebeck Wealth Management's MSTR Position: Q1 2026 in Review

Keebeck Wealth Management reduced its Strategy Inc (MSTR) stake by 30% in Q1 2026, selling an estimated $224K and leaving 3,661 shares worth $457K. The position accounts for 0.05% of the portfolio, ranked #242.

Keebeck Wealth Management first reported a position in MSTR in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.01M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Keebeck Wealth Management held 3,661 shares of Strategy Inc worth $457K as of Q1 2026.
  • Keebeck Wealth Management sold 1,566 Strategy Inc shares in Q1 2026, an estimated $224K.
  • Strategy Inc made up 0.05% of Keebeck Wealth Management's portfolio in Q1 2026, its #242 holding.
  • Keebeck Wealth Management first reported a position in Strategy Inc in Q1 2024 and has held it in 9 quarters since.
  • Keebeck Wealth Management's Strategy Inc position peaked at $2.01M in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.