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 Q2	$322K	Sell	3,707 -777	-17%	-$113K	0.01%	808
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 Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Simplicity Wealth's MSTR Position: Q2 2026 in Review

Simplicity Wealth reduced its Strategy Inc (MSTR) stake by 17% in Q2 2026, selling an estimated $113K and leaving 3,707 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #808.

Simplicity Wealth first reported a position in MSTR in Q1 2024 and has held it in 8 quarters since. The position peaked at $3.49M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Simplicity Wealth held 3,707 shares of Strategy Inc worth $322K as of Q2 2026.
Simplicity Wealth sold 777 Strategy Inc shares in Q2 2026, an estimated $113K.
Strategy Inc made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #808 holding.
Simplicity Wealth first reported a position in Strategy Inc in Q1 2024 and has held it in 8 quarters since.
Simplicity Wealth's Strategy Inc position peaked at $3.49M in Q2 2025.
852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.