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Lifeworks Advisors’s Strategy Inc MSTR Stock Holding History

Lifeworks Advisors’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 		$499K Sell
5,744
-177
-3% -$25.7K 0.05% 203
2026
Q1 		$739K Buy
5,921
+117
+2% +$16.7K 0.09% 154
2025
Q4 		$882K Sell
5,804
-631
-10% -$145K 0.11% 149
2025
Q3 		$2.07M Sell
6,435
-100
-2% -$37.1K 0.28% 84
2025
Q2 		$2.64M Buy
6,535
+1,910
+41% +$696K 0.39% 75
2025
Q1 		$1.33M Buy
4,625
+278
+6% +$88.3K 0.22% 105
2024
Q4 		$1.26M Buy
4,347
+3,011
+225% +$906K 0.23% 108
2024
Q3 		$225K Buy
+1,336
New +$191K 0.04% 275

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

Lifeworks Advisors's MSTR Position: Q2 2026 in Review

Lifeworks Advisors reduced its Strategy Inc (MSTR) stake by 3% in Q2 2026, selling an estimated $25.7K and leaving 5,744 shares worth $499K. The position accounts for 0.05% of the portfolio, ranked #203.

Lifeworks Advisors first reported a position in MSTR in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.64M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Lifeworks Advisors held 5,744 shares of Strategy Inc worth $499K as of Q2 2026.
  • Lifeworks Advisors sold 177 Strategy Inc shares in Q2 2026, an estimated $25.7K.
  • Strategy Inc made up 0.05% of Lifeworks Advisors's portfolio in Q2 2026, its #203 holding.
  • Lifeworks Advisors first reported a position in Strategy Inc in Q3 2024 and has held it in 8 quarters since.
  • Lifeworks Advisors's Strategy Inc position peaked at $2.64M in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.