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Timothy G. Youngquist 2020 Irrevocable Trust’s Strategy Inc MSTR Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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
-296
Closed -$36.9K – 354
2026
Q1 		$36.9K Buy
+296
New +$42.3K 0.02% 254

Other funds holding MSTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's MSTR Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 296 shares — an estimated $36.9K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in MSTR in Q1 2026 and held it in 1 quarter. The position peaked at $36.9K in Q1 2026. 432 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 296 Strategy Inc shares in Q2 2026, an estimated $36.9K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Strategy Inc in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Strategy Inc position peaked at $36.9K in Q1 2026.
  • 432 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.