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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
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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

QTR Family Wealth's MSTR Position: Q1 2026 in Review

QTR Family Wealth increased its Strategy Inc (MSTR) stake by 0.37% in Q1 2026, buying an estimated $3.86K and bringing the position to 7,379 shares worth $1.01M. The position accounts for 0.42% of the portfolio, ranked #48.

QTR Family Wealth first reported a position in MSTR in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.38M in Q1 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • QTR Family Wealth held 7,379 shares of Strategy Inc worth $1.01M as of Q1 2026.
  • QTR Family Wealth bought 27 Strategy Inc shares in Q1 2026, an estimated $3.86K.
  • Strategy Inc made up 0.42% of QTR Family Wealth's portfolio in Q1 2026, its #48 holding.
  • QTR Family Wealth first reported a position in Strategy Inc in Q1 2025 and has held it in 5 quarters since.
  • QTR Family Wealth's Strategy Inc position peaked at $2.38M in Q1 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.