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Laird Norton Wetherby Trust Company’s Strategy Inc MSTR Stock Holding History

Laird Norton Wetherby Trust Company’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 		$226K Sell
2,603
-1,116
-30% -$162K ﹤0.01% 962
2026
Q1 		$464K Buy
3,719
+714
+24% +$102K 0.01% 713
2025
Q4 		$457K Buy
+3,005
New +$692K 0.01% 745

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

Laird Norton Wetherby Trust Company's MSTR Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company reduced its Strategy Inc (MSTR) stake by 30% in Q2 2026, selling an estimated $162K and leaving 2,603 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

Laird Norton Wetherby Trust Company first reported a position in MSTR in Q4 2025 and has held it in 3 quarters since. The position peaked at $464K in Q1 2026. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Laird Norton Wetherby Trust Company held 2,603 shares of Strategy Inc worth $226K as of Q2 2026.
  • Laird Norton Wetherby Trust Company sold 1,116 Strategy Inc shares in Q2 2026, an estimated $162K.
  • Strategy Inc made up ﹤0.01% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #962 holding.
  • Laird Norton Wetherby Trust Company first reported a position in Strategy Inc in Q4 2025 and has held it in 3 quarters since.
  • Laird Norton Wetherby Trust Company's Strategy Inc position peaked at $464K in Q1 2026.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.