QWM
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Quaker Wealth Management’s Strategy Inc MSTR Stock Holding History

Quaker Wealth Management’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
2025
Q2 		– Sell
-204
Closed -$58.8K – 1393
2025
Q1 		$58.8K Buy
+204
New +$64.8K 0.02% 139

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

Quaker Wealth Management's MSTR Position: Q1 2026 in Review

Quaker Wealth Management increased its Strategy Inc (MSTR) stake by 1.5% in Q1 2026, buying an estimated $429 and bringing the position to 208 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #231.

Quaker Wealth Management first reported a position in MSTR in Q2 2025 and has held it in 4 quarters since. The position peaked at $82.5K in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Quaker Wealth Management held 208 shares of Strategy Inc worth $26K as of Q1 2026.
  • Quaker Wealth Management bought 3 Strategy Inc shares in Q1 2026, an estimated $429.
  • Strategy Inc made up 0.01% of Quaker Wealth Management's portfolio in Q1 2026, its #231 holding.
  • Quaker Wealth Management first reported a position in Strategy Inc in Q2 2025 and has held it in 4 quarters since.
  • Quaker Wealth Management's Strategy Inc position peaked at $82.5K in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Quaker Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.