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San Luis Wealth Advisors’s Strategy Inc MSTR Stock Holding History

San Luis Wealth Advisors’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
-300
Closed -$262 – 184
2025
Q4 		$262 Sell
300
-1,300
-81% -$299K ﹤0.01% 181
2025
Q3 		$3.29K Buy
+1,600
New +$594K ﹤0.01% 177

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

San Luis Wealth Advisors's MSTR Position: Q1 2026 in Review

San Luis Wealth Advisors sold out of Strategy Inc (MSTR) in Q1 2026, closing a stake of 1,482 shares — an estimated $225K sold.

San Luis Wealth Advisors first reported a position in MSTR in Q1 2025 and held it in 4 quarters. The position peaked at $632K in Q3 2025. 938 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • San Luis Wealth Advisors reported no remaining Strategy Inc position as of Q1 2026 after selling out during the quarter.
  • San Luis Wealth Advisors sold 1,482 Strategy Inc shares in Q1 2026, an estimated $225K.
  • San Luis Wealth Advisors first reported a position in Strategy Inc in Q1 2025 and held it in 4 quarters.
  • San Luis Wealth Advisors's Strategy Inc position peaked at $632K in Q3 2025.
  • 938 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on San Luis Wealth Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.