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Spectrum Wealth Advisory Group’s Strategy Inc MSTR Stock Holding History

Spectrum Wealth Advisory Group’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 		$5.82K Buy
+67
New +$9.73K ﹤0.01% 271

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 $3.37T AUM 44.26% 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

Spectrum Wealth Advisory Group's MSTR Position: Q2 2026 in Review

Spectrum Wealth Advisory Group opened a new position in Strategy Inc (MSTR) in Q2 2026: 67 shares worth $5.82K. The stake represents ﹤0.01% of the portfolio and ranks #271 among its holdings.

851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Spectrum Wealth Advisory Group held 67 shares of Strategy Inc worth $5.82K as of Q2 2026.
  • Strategy Inc was a new Spectrum Wealth Advisory Group position in Q2 2026.
  • Strategy Inc made up ﹤0.01% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #271 holding.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

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