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	$26.1K	Buy	+300	New	+$43.5K	﹤0.01%	1226

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

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.