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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
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 $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

Trifecta Capital Advisors's MSTR Position: Q1 2026 in Review

Trifecta Capital Advisors held its Strategy Inc (MSTR) position steady in Q1 2026 at 2,660 shares worth $332K. The position accounts for 0.05% of the portfolio, ranked #81.

Trifecta Capital Advisors first reported a position in MSTR in Q3 2025 and has held it in 3 quarters since. The position peaked at $857K in Q3 2025. 938 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Trifecta Capital Advisors held 2,660 shares of Strategy Inc worth $332K as of Q1 2026.
  • Trifecta Capital Advisors left its Strategy Inc share count unchanged in Q1 2026.
  • Strategy Inc made up 0.05% of Trifecta Capital Advisors's portfolio in Q1 2026, its #81 holding.
  • Trifecta Capital Advisors first reported a position in Strategy Inc in Q3 2025 and has held it in 3 quarters since.
  • Trifecta Capital Advisors's Strategy Inc position peaked at $857K in Q3 2025.
  • 938 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.