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Monograph Wealth Advisors’s Strategy Inc MSTR Stock Holding History

Monograph Wealth 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 		$255K Hold
2,936
– – 0.02% 126
2026
Q1 		$366K Hold
2,936
– – 0.03% 111
2025
Q4 		$446K Hold
2,936
– – 0.04% 96
2025
Q3 		$946K Sell
2,936
-5,019
-63% -$1.86M 0.1% 62
2025
Q2 		$3.22M Hold
7,955
– – 0.4% 30
2025
Q1 		$2.29M Buy
+7,955
New +$2.53M 0.31% 32

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

Monograph Wealth Advisors's MSTR Position: Q2 2026 in Review

Monograph Wealth Advisors held its Strategy Inc (MSTR) position steady in Q2 2026 at 2,936 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #126.

Monograph Wealth Advisors first reported a position in MSTR in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.22M in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Monograph Wealth Advisors held 2,936 shares of Strategy Inc worth $255K as of Q2 2026.
  • Monograph Wealth Advisors left its Strategy Inc share count unchanged in Q2 2026.
  • Strategy Inc made up 0.02% of Monograph Wealth Advisors's portfolio in Q2 2026, its #126 holding.
  • Monograph Wealth Advisors first reported a position in Strategy Inc in Q1 2025 and has held it in 6 quarters since.
  • Monograph Wealth Advisors's Strategy Inc position peaked at $3.22M in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

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