Q1WB
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Quest 10 Wealth Builders’s Strategy Inc MSTR Stock Holding History

Quest 10 Wealth Builders’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 		– Sell
-1
Closed -$115 – 823
2025
Q4 		$115 Hold
1
– – ﹤0.01% 773
2025
Q3 		$245 Hold
1
– – ﹤0.01% 833
2025
Q2 		$307 Hold
1
– – ﹤0.01% 729
2025
Q1 		$219 Buy
+1
New +$318 ﹤0.01% 733

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Quest 10 Wealth Builders's MSTR Position: Q1 2026 in Review

Quest 10 Wealth Builders sold out of Strategy Inc (MSTR) in Q1 2026, closing a stake of 1 share — an estimated $115 sold.

Quest 10 Wealth Builders first reported a position in MSTR in Q1 2025 and held it in 4 quarters. The position peaked at $307 in Q2 2025. 942 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Quest 10 Wealth Builders reported no remaining Strategy Inc position as of Q1 2026 after selling out during the quarter.
  • Quest 10 Wealth Builders sold 1 Strategy Inc share in Q1 2026, an estimated $115.
  • Quest 10 Wealth Builders first reported a position in Strategy Inc in Q1 2025 and held it in 4 quarters.
  • Quest 10 Wealth Builders's Strategy Inc position peaked at $307 in Q2 2025.
  • 942 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q1 2026, filed 6 May 2026.