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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
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 $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

Lifeworks Advisors's MSTR Position: Q1 2026 in Review

Lifeworks Advisors increased its Strategy Inc (MSTR) stake by 2% in Q1 2026, buying an estimated $16.7K and bringing the position to 5,921 shares worth $739K. The position accounts for 0.09% of the portfolio, ranked #154.

Lifeworks Advisors first reported a position in MSTR in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.64M in Q2 2025. 938 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Lifeworks Advisors held 5,921 shares of Strategy Inc worth $739K as of Q1 2026.
  • Lifeworks Advisors bought 117 Strategy Inc shares in Q1 2026, an estimated $16.7K.
  • Strategy Inc made up 0.09% of Lifeworks Advisors's portfolio in Q1 2026, its #154 holding.
  • Lifeworks Advisors first reported a position in Strategy Inc in Q3 2024 and has held it in 7 quarters since.
  • Lifeworks Advisors's Strategy Inc position peaked at $2.64M in Q2 2025.
  • 938 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.