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Private Wealth Management Group’s Strategy Inc MSTR Stock Holding History

Private Wealth Management Group’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 		$12.2K Sell
140
-18
-11% -$2.61K ﹤0.01% 528
2026
Q1 		$19.7K Buy
158
+41
+35% +$5.86K 0.01% 343
2025
Q4 		$17.8K Buy
117
+16
+16% +$3.68K ﹤0.01% 355
2025
Q3 		$32.5K Hold
101
– – 0.01% 243
2025
Q2 		$40.8K Sell
101
-4
-4% -$1.46K 0.01% 194
2025
Q1 		$30.3K Hold
105
– – 0.01% 226
2024
Q4 		$30.4K Buy
105
+71
+209% +$21.4K 0.01% 226
2024
Q3 		$5.73K Sell
34
-6
-15% -$858 ﹤0.01% 676
2024
Q2 		$5.51K Buy
40
+30
+300% +$4.32K ﹤0.01% 669
2024
Q1 		$1.71K Hold
10
– – ﹤0.01% 1050
2023
Q4 		$632 Buy
+10
New +$474 ﹤0.01% 1408

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

Private Wealth Management Group's MSTR Position: Q2 2026 in Review

Private Wealth Management Group reduced its Strategy Inc (MSTR) stake by 11% in Q2 2026, selling an estimated $2.61K and leaving 140 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Private Wealth Management Group first reported a position in MSTR in Q4 2023 and has held it in 11 quarters since. The position peaked at $40.8K in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Private Wealth Management Group held 140 shares of Strategy Inc worth $12.2K as of Q2 2026.
  • Private Wealth Management Group sold 18 Strategy Inc shares in Q2 2026, an estimated $2.61K.
  • Strategy Inc made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #528 holding.
  • Private Wealth Management Group first reported a position in Strategy Inc in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Strategy Inc position peaked at $40.8K in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.