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Tanglewood Legacy Advisors’s Strategy Inc MSTR Stock Holding History

Tanglewood Legacy Advisors’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 		– Sell
-9
Closed -$1.12K – 283
2026
Q1 		$1.12K Hold
9
– – ﹤0.01% 260
2025
Q4 		$1.37K Hold
9
– – ﹤0.01% 259
2025
Q3 		$2.9K Hold
9
– – ﹤0.01% 257
2025
Q2 		$3.64K Hold
9
– – ﹤0.01% 261
2025
Q1 		$2.59K Hold
9
– – ﹤0.01% 278
2024
Q4 		$2.61K Buy
+9
New +$2.71K ﹤0.01% 276

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

Tanglewood Legacy Advisors's MSTR Position: Q2 2026 in Review

Tanglewood Legacy Advisors sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 9 shares — an estimated $1.12K sold.

Tanglewood Legacy Advisors first reported a position in MSTR in Q4 2024 and held it in 6 quarters. The position peaked at $3.64K in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Tanglewood Legacy Advisors reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
  • Tanglewood Legacy Advisors sold 9 Strategy Inc shares in Q2 2026, an estimated $1.12K.
  • Tanglewood Legacy Advisors first reported a position in Strategy Inc in Q4 2024 and held it in 6 quarters.
  • Tanglewood Legacy Advisors's Strategy Inc position peaked at $3.64K in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.