QFW
MSTR icon

QTR Family Wealth’s Strategy Inc MSTR Stock Holding History

QTR Family 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 		– Sell
-7,379
Closed -$1.01M – 358
2026
Q1 		$1.01M Buy
7,379
+27
+0.4% +$3.86K 0.42% 48
2025
Q4 		$978K Buy
7,352
+1,239
+20% +$285K 0.43% 47
2025
Q3 		$1.97M Buy
6,113
+296
+5% +$110K 0.93% 24
2025
Q2 		$2.35M Sell
5,817
-2,453
-30% -$894K 1.46% 17
2025
Q1 		$2.38M Buy
+8,270
New +$2.63M 1.8% 13

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

QTR Family Wealth's MSTR Position: Q2 2026 in Review

QTR Family Wealth sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 7,379 shares — an estimated $1.01M sold.

QTR Family Wealth first reported a position in MSTR in Q1 2025 and held it in 5 quarters. The position peaked at $2.38M in Q1 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • QTR Family Wealth reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
  • QTR Family Wealth sold 7,379 Strategy Inc shares in Q2 2026, an estimated $1.01M.
  • QTR Family Wealth first reported a position in Strategy Inc in Q1 2025 and held it in 5 quarters.
  • QTR Family Wealth's Strategy Inc position peaked at $2.38M in Q1 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.