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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
Q2 		$1.48K Sell
17
-27
-61% -$3.92K ﹤0.01% 1411
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 $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

TD Private Client Wealth's MSTR Position: Q2 2026 in Review

TD Private Client Wealth reduced its Strategy Inc (MSTR) stake by 61% in Q2 2026, selling an estimated $3.92K and leaving 17 shares worth $1.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1411.

TD Private Client Wealth first reported a position in MSTR in Q1 2025 and has held it in 6 quarters since. The position peaked at $390K in Q3 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • TD Private Client Wealth held 17 shares of Strategy Inc worth $1.48K as of Q2 2026.
  • TD Private Client Wealth sold 27 Strategy Inc shares in Q2 2026, an estimated $3.92K.
  • Strategy Inc made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1411 holding.
  • TD Private Client Wealth first reported a position in Strategy Inc in Q1 2025 and has held it in 6 quarters since.
  • TD Private Client Wealth's Strategy Inc position peaked at $390K in Q3 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.