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SHP Wealth Management’s Strategy Inc MSTR Stock Holding History

SHP 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
2026
Q1 		$177K Buy
1,417
+1,000
+240% +$143K 0.01% 290
2025
Q4 		$63.2K Buy
+417
New +$96K ﹤0.01% 432

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

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

SHP Wealth Management increased its Strategy Inc (MSTR) stake by 240% in Q1 2026, buying an estimated $143K and bringing the position to 1,417 shares worth $177K. The position accounts for 0.01% of the portfolio, ranked #290.

SHP Wealth Management first reported a position in MSTR in Q4 2025 and has held it in 2 quarters since. 940 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • SHP Wealth Management held 1,417 shares of Strategy Inc worth $177K as of Q1 2026.
  • SHP Wealth Management bought 1,000 Strategy Inc shares in Q1 2026, an estimated $143K.
  • Strategy Inc made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #290 holding.
  • SHP Wealth Management first reported a position in Strategy Inc in Q4 2025 and has held it in 2 quarters since.
  • 940 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.