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TD Private Client Wealth’s Strategy Inc MSTR Stock Holding History

TD Private Client 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
Q1 		$5.49K Sell
44
-1,125
-96% -$161K ﹤0.01% 1167
2025
Q4 		$178K Sell
1,169
-41
-3% -$9.44K ﹤0.01% 683
2025
Q3 		$390K Buy
1,210
+1,189
+5,662% +$441K 0.01% 527
2025
Q2 		$8.49K Buy
21
+6
+40% +$2.19K ﹤0.01% 1068
2025
Q1 		$4.32K Buy
+15
New +$4.76K ﹤0.01% 1100

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

TD Private Client Wealth's MSTR Position: Q1 2026 in Review

TD Private Client Wealth reduced its Strategy Inc (MSTR) stake by 96% in Q1 2026, selling an estimated $161K and leaving 44 shares worth $5.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

TD Private Client Wealth first reported a position in MSTR in Q1 2025 and has held it in 5 quarters since. The position peaked at $390K in Q3 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • TD Private Client Wealth held 44 shares of Strategy Inc worth $5.49K as of Q1 2026.
  • TD Private Client Wealth sold 1,125 Strategy Inc shares in Q1 2026, an estimated $161K.
  • Strategy Inc made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #1167 holding.
  • TD Private Client Wealth first reported a position in Strategy Inc in Q1 2025 and has held it in 5 quarters since.
  • TD Private Client Wealth's Strategy Inc position peaked at $390K in Q3 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.