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Trifecta Capital Advisors’s Strategy Inc MSTR Stock Holding History

Trifecta Capital 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 		$231K Buy
2,661
+1
+0% +$145 0.03% 99
2026
Q1 		$332K Hold
2,660
– – 0.05% 81
2025
Q4 		$404K Hold
2,660
– – 0.06% 78
2025
Q3 		$857K Buy
+2,660
New +$987K 0.13% 61

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

Trifecta Capital Advisors's MSTR Position: Q2 2026 in Review

Trifecta Capital Advisors increased its Strategy Inc (MSTR) stake by 0.04% in Q2 2026, buying an estimated $145 and bringing the position to 2,661 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #99.

Trifecta Capital Advisors first reported a position in MSTR in Q3 2025 and has held it in 4 quarters since. The position peaked at $857K in Q3 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Trifecta Capital Advisors held 2,661 shares of Strategy Inc worth $231K as of Q2 2026.
  • Trifecta Capital Advisors bought 1 Strategy Inc share in Q2 2026, an estimated $145.
  • Strategy Inc made up 0.03% of Trifecta Capital Advisors's portfolio in Q2 2026, its #99 holding.
  • Trifecta Capital Advisors first reported a position in Strategy Inc in Q3 2025 and has held it in 4 quarters since.
  • Trifecta Capital Advisors's Strategy Inc position peaked at $857K in Q3 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.