MEG
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Millstone Evans Group’s Strategy Inc MSTR Stock Holding History

Millstone Evans Group’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 		$4.35K Hold
50
– – ﹤0.01% 695
2026
Q1 		$6.24K Hold
50
– – ﹤0.01% 625
2025
Q4 		$7.6K Hold
50
– – ﹤0.01% 589
2025
Q3 		$16.1K Hold
50
– – 0.01% 476
2025
Q2 		$20.2K Hold
50
– – 0.01% 440
2025
Q1 		$14.4K Hold
50
– – 0.01% 482
2024
Q4 		$14.5K Buy
+50
New +$15K 0.01% 455

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Millstone Evans Group's MSTR Position: Q2 2026 in Review

Millstone Evans Group held its Strategy Inc (MSTR) position steady in Q2 2026 at 50 shares worth $4.35K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Millstone Evans Group first reported a position in MSTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.2K in Q2 2025. 672 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Millstone Evans Group held 50 shares of Strategy Inc worth $4.35K as of Q2 2026.
  • Millstone Evans Group left its Strategy Inc share count unchanged in Q2 2026.
  • Strategy Inc made up ﹤0.01% of Millstone Evans Group's portfolio in Q2 2026, its #695 holding.
  • Millstone Evans Group first reported a position in Strategy Inc in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's Strategy Inc position peaked at $20.2K in Q2 2025.
  • 672 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.