SWCM
MSTR icon

Sullivan Wood Capital Management’s Strategy Inc MSTR Stock Holding History

Sullivan Wood Capital 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 		$609K Buy
+7,000
New +$1.02M 0.83% 17

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

Sullivan Wood Capital Management's MSTR Position: Q2 2026 in Review

Sullivan Wood Capital Management opened a new position in Strategy Inc (MSTR) in Q2 2026: 7,000 shares worth $609K. The stake represents 0.83% of the portfolio and ranks #17 among its holdings.

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

  • Sullivan Wood Capital Management held 7,000 shares of Strategy Inc worth $609K as of Q2 2026.
  • Strategy Inc was a new Sullivan Wood Capital Management position in Q2 2026.
  • Strategy Inc made up 0.83% of Sullivan Wood Capital Management's portfolio in Q2 2026, its #17 holding.
  • 848 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Sullivan Wood Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.