SWM
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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
Q2 		$37.7K Sell
434
-983
-69% -$143K ﹤0.01% 614
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 $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 $3.38T AUM 44.17% 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

SHP Wealth Management's MSTR Position: Q2 2026 in Review

SHP Wealth Management reduced its Strategy Inc (MSTR) stake by 69% in Q2 2026, selling an estimated $143K and leaving 434 shares worth $37.7K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

SHP Wealth Management first reported a position in MSTR in Q4 2025 and has held it in 3 quarters since. The position peaked at $177K in Q1 2026. 853 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • SHP Wealth Management held 434 shares of Strategy Inc worth $37.7K as of Q2 2026.
  • SHP Wealth Management sold 983 Strategy Inc shares in Q2 2026, an estimated $143K.
  • Strategy Inc made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #614 holding.
  • SHP Wealth Management first reported a position in Strategy Inc in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Strategy Inc position peaked at $177K in Q1 2026.
  • 853 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.