N.E.W. Advisory Services’s Strategy Inc MSTR Stock Holding History

N.E.W. Advisory Services’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	$45.4K	Hold	522	–	–	﹤0.01%	387
2026 Q1	$65.1K	Hold	522	–	–	﹤0.01%	330
2025 Q4	$79.3K	Buy	+522	New	+$120K	0.01%	310

Other funds holding MSTR

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

N.E.W. Advisory Services's MSTR Position: Q2 2026 in Review

N.E.W. Advisory Services held its Strategy Inc (MSTR) position steady in Q2 2026 at 522 shares worth $45.4K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

N.E.W. Advisory Services first reported a position in MSTR in Q4 2025 and has held it in 3 quarters since. The position peaked at $79.3K in Q4 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

N.E.W. Advisory Services held 522 shares of Strategy Inc worth $45.4K as of Q2 2026.
N.E.W. Advisory Services left its Strategy Inc share count unchanged in Q2 2026.
Strategy Inc made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #387 holding.
N.E.W. Advisory Services first reported a position in Strategy Inc in Q4 2025 and has held it in 3 quarters since.
N.E.W. Advisory Services's Strategy Inc position peaked at $79.3K in Q4 2025.
851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.