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Simplicity Wealth’s Strategy Inc MSTR Stock Holding History

Simplicity Wealth’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 		$560K Buy
4,484
+410
+10% +$58.6K 0.03% 431
2025
Q4 		$619K Sell
4,074
-680
-14% -$157K 0.04% 379
2025
Q3 		$1.53M Sell
4,754
-3,878
-45% -$1.44M 0.09% 221
2025
Q2 		$3.49M Buy
8,632
+4,594
+114% +$1.67M 0.15% 145
2025
Q1 		$1.16M Buy
+4,038
New +$1.28M 0.09% 226
2024
Q3 		– Sell
-4,630
Closed -$638K – 943
2024
Q2 		$638K Buy
4,630
+960
+26% +$138K 0.01% 660
2024
Q1 		$626K Buy
+3,670
New +$335K 0.01% 659

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

Simplicity Wealth's MSTR Position: Q1 2026 in Review

Simplicity Wealth increased its Strategy Inc (MSTR) stake by 10% in Q1 2026, buying an estimated $58.6K and bringing the position to 4,484 shares worth $560K. The position accounts for 0.03% of the portfolio, ranked #431.

Simplicity Wealth first reported a position in MSTR in Q1 2024 and has held it in 7 quarters since. The position peaked at $3.49M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Simplicity Wealth held 4,484 shares of Strategy Inc worth $560K as of Q1 2026.
  • Simplicity Wealth bought 410 Strategy Inc shares in Q1 2026, an estimated $58.6K.
  • Strategy Inc made up 0.03% of Simplicity Wealth's portfolio in Q1 2026, its #431 holding.
  • Simplicity Wealth first reported a position in Strategy Inc in Q1 2024 and has held it in 7 quarters since.
  • Simplicity Wealth's Strategy Inc position peaked at $3.49M in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.