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Principia Wealth Advisory’s Strategy Inc MSTR Stock Holding History

Principia Wealth Advisory’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 		$1.22K Sell
14
-1
-7% -$145 ﹤0.01% 721
2026
Q1 		$1.87K Buy
15
+6
+67% +$858 ﹤0.01% 538
2025
Q4 		$1.37K Sell
9
-3
-25% -$691 ﹤0.01% 577
2025
Q3 		$3.87K Buy
12
+2
+20% +$742 ﹤0.01% 309
2025
Q2 		$4.04K Buy
10
+2
+25% +$729 ﹤0.01% 263
2025
Q1 		$2.38K Buy
8
+4
+100% +$1.27K ﹤0.01% 266
2024
Q4 		$1.16K Buy
+4
New +$1.2K ﹤0.01% 336

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

Principia Wealth Advisory's MSTR Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Strategy Inc (MSTR) stake by 6.7% in Q2 2026, selling an estimated $145 and leaving 14 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

Principia Wealth Advisory first reported a position in MSTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.04K in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Principia Wealth Advisory held 14 shares of Strategy Inc worth $1.22K as of Q2 2026.
  • Principia Wealth Advisory sold 1 Strategy Inc share in Q2 2026, an estimated $145.
  • Strategy Inc made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #721 holding.
  • Principia Wealth Advisory first reported a position in Strategy Inc in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Strategy Inc position peaked at $4.04K in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.