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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
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 $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

MPWM Advisory Solutions's MSTR Position: Q1 2026 in Review

MPWM Advisory Solutions reduced its Strategy Inc (MSTR) stake by 8.6% in Q1 2026, selling an estimated $4.29K and leaving 320 shares worth $39.9K. The position accounts for 0.02% of the portfolio, ranked #215.

MPWM Advisory Solutions first reported a position in MSTR in Q4 2024 and has held it in 4 quarters since. The position peaked at $53.2K in Q4 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • MPWM Advisory Solutions held 320 shares of Strategy Inc worth $39.9K as of Q1 2026.
  • MPWM Advisory Solutions sold 30 Strategy Inc shares in Q1 2026, an estimated $4.29K.
  • Strategy Inc made up 0.02% of MPWM Advisory Solutions's portfolio in Q1 2026, its #215 holding.
  • MPWM Advisory Solutions first reported a position in Strategy Inc in Q4 2024 and has held it in 4 quarters since.
  • MPWM Advisory Solutions's Strategy Inc position peaked at $53.2K in Q4 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.