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Retirement Wealth Solutions’s Strategy Inc MSTR Stock Holding History

Retirement Wealth Solutions’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 		$2.09K Sell
24
-1
-4% -$145 ﹤0.01% 520
2026
Q1 		$3.12K Buy
+25
New +$3.57K ﹤0.01% 406
2025
Q4 		– Sell
-21
Closed -$6.77K – 818
2025
Q3 		$6.77K Buy
+21
New +$7.79K ﹤0.01% 266

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

Retirement Wealth Solutions's MSTR Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Strategy Inc (MSTR) stake by 4% in Q2 2026, selling an estimated $145 and leaving 24 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

Retirement Wealth Solutions first reported a position in MSTR in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.77K in Q3 2025. 850 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Retirement Wealth Solutions held 24 shares of Strategy Inc worth $2.09K as of Q2 2026.
  • Retirement Wealth Solutions sold 1 Strategy Inc share in Q2 2026, an estimated $145.
  • Strategy Inc made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #520 holding.
  • Retirement Wealth Solutions first reported a position in Strategy Inc in Q3 2025 and has held it in 3 quarters since.
  • Retirement Wealth Solutions's Strategy Inc position peaked at $6.77K in Q3 2025.
  • 850 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.