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NewEdge Wealth’s Strategy Inc MSTR Stock Holding History

NewEdge Wealth’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 		$299K Buy
3,443
+31
+0.9% +$4.5K ﹤0.01% 1036
2026
Q1 		$426K Buy
+3,412
New +$488K 0.01% 864
2025
Q4 		– Sell
-1,503
Closed -$383K – 1203
2025
Q3 		$383K Buy
1,503
+98
+7% +$36.4K 0.01% 817
2025
Q2 		$565K Buy
+1,405
New +$512K 0.01% 682

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

NewEdge Wealth's MSTR Position: Q2 2026 in Review

NewEdge Wealth increased its Strategy Inc (MSTR) stake by 0.91% in Q2 2026, buying an estimated $4.5K and bringing the position to 3,443 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #1036.

NewEdge Wealth first reported a position in MSTR in Q2 2025 and has held it in 4 quarters since. The position peaked at $565K in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • NewEdge Wealth held 3,443 shares of Strategy Inc worth $299K as of Q2 2026.
  • NewEdge Wealth bought 31 Strategy Inc shares in Q2 2026, an estimated $4.5K.
  • Strategy Inc made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1036 holding.
  • NewEdge Wealth first reported a position in Strategy Inc in Q2 2025 and has held it in 4 quarters since.
  • NewEdge Wealth's Strategy Inc position peaked at $565K in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.