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Stelac Advisory Services’s Strategy Inc MSTR Stock Holding History

Stelac Advisory Services’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 		– Sell
-740
Closed -$112K – 168
2025
Q4 		$112K Hold
740
– – 0.04% 110
2025
Q3 		$238K Hold
740
– – 0.08% 74
2025
Q2 		$299K Hold
740
– – 0.11% 68
2025
Q1 		$213K Hold
740
– – 0.09% 72
2024
Q4 		$214K Hold
740
– – 0.08% 80
2024
Q3 		$125K Hold
740
– – 0.05% 99
2024
Q2 		$102K Hold
740
– – 0.04% 106
2024
Q1 		$126K Buy
+740
New +$67.5K 0.06% 96

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

Stelac Advisory Services's MSTR Position: Q1 2026 in Review

Stelac Advisory Services sold out of Strategy Inc (MSTR) in Q1 2026, closing a stake of 740 shares — an estimated $112K sold.

Stelac Advisory Services first reported a position in MSTR in Q1 2024 and held it in 8 quarters. The position peaked at $299K in Q2 2025. 938 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Stelac Advisory Services reported no remaining Strategy Inc position as of Q1 2026 after selling out during the quarter.
  • Stelac Advisory Services sold 740 Strategy Inc shares in Q1 2026, an estimated $112K.
  • Stelac Advisory Services first reported a position in Strategy Inc in Q1 2024 and held it in 8 quarters.
  • Stelac Advisory Services's Strategy Inc position peaked at $299K in Q2 2025.
  • 938 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Stelac Advisory Services's 13F filing for Q1 2026, filed 8 May 2026.