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MPWM Advisory Solutions’s Strategy Inc MSTR Stock Holding History

MPWM Advisory Solutions’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 		$27.8K Hold
320
– – 0.01% 249
2026
Q1 		$39.9K Sell
320
-30
-9% -$4.29K 0.02% 215
2025
Q4 		$53.2K Buy
350
+320
+1,067% +$73.7K 0.03% 174
2025
Q3 		$9.67K Buy
+30
New +$11.1K 0.01% 297
2025
Q1 		– Sell
-10
Closed -$2.9K – 756
2024
Q4 		$2.9K Buy
+10
New +$3.01K ﹤0.01% 427

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

MPWM Advisory Solutions's MSTR Position: Q2 2026 in Review

MPWM Advisory Solutions held its Strategy Inc (MSTR) position steady in Q2 2026 at 320 shares worth $27.8K. The position accounts for 0.01% of the portfolio, ranked #249.

MPWM Advisory Solutions first reported a position in MSTR in Q4 2024 and has held it in 5 quarters since. The position peaked at $53.2K in Q4 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • MPWM Advisory Solutions held 320 shares of Strategy Inc worth $27.8K as of Q2 2026.
  • MPWM Advisory Solutions left its Strategy Inc share count unchanged in Q2 2026.
  • Strategy Inc made up 0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #249 holding.
  • MPWM Advisory Solutions first reported a position in Strategy Inc in Q4 2024 and has held it in 5 quarters since.
  • MPWM Advisory Solutions's Strategy Inc position peaked at $53.2K in Q4 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.