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Legacy Wealth Management (Idaho)’s Strategy Inc MSTR Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-2,303
Closed -$287K – 659
2026
Q1 		$287K Buy
2,303
+875
+61% +$125K 0.14% 93
2025
Q4 		$217K Sell
1,428
-6,054
-81% -$1.39M 0.1% 98
2025
Q3 		$2.41M Buy
7,482
+671
+10% +$249K 1.09% 19
2025
Q2 		$2.75M Sell
6,811
-1,413
-17% -$515K 1.43% 15
2025
Q1 		$2.37M Buy
8,224
+760
+10% +$241K 1.68% 17
2024
Q4 		$2.44M Buy
+7,464
New +$2.25M 1.56% 19

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

Legacy Wealth Management (Idaho)'s MSTR Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 2,303 shares — an estimated $287K sold.

Legacy Wealth Management (Idaho) first reported a position in MSTR in Q4 2024 and held it in 6 quarters. The position peaked at $2.75M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 2,303 Strategy Inc shares in Q2 2026, an estimated $287K.
  • Legacy Wealth Management (Idaho) first reported a position in Strategy Inc in Q4 2024 and held it in 6 quarters.
  • Legacy Wealth Management (Idaho)'s Strategy Inc position peaked at $2.75M in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.