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True Wealth Design’s Strategy Inc MSTR Stock Holding History

True Wealth Design’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 		$3.74K Buy
43
+27
+169% +$3.92K ﹤0.01% 1447
2026
Q1 		$2K Buy
16
+13
+433% +$1.86K ﹤0.01% 1540
2025
Q4 		$456 Sell
3
-8
-73% -$1.84K ﹤0.01% 1974
2025
Q3 		$3.38K Sell
11
-5
-31% -$1.85K ﹤0.01% 1253
2025
Q2 		$6.27K Buy
16
+11
+220% +$4.01K ﹤0.01% 729
2025
Q1 		$1.3K Buy
5
+3
+150% +$953 ﹤0.01% 1170
2024
Q4 		$435 Buy
+2
New +$602 ﹤0.01% 1118

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

True Wealth Design's MSTR Position: Q2 2026 in Review

True Wealth Design increased its Strategy Inc (MSTR) stake by 169% in Q2 2026, buying an estimated $3.92K and bringing the position to 43 shares worth $3.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

True Wealth Design first reported a position in MSTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.27K in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • True Wealth Design held 43 shares of Strategy Inc worth $3.74K as of Q2 2026.
  • True Wealth Design bought 27 Strategy Inc shares in Q2 2026, an estimated $3.92K.
  • Strategy Inc made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1447 holding.
  • True Wealth Design first reported a position in Strategy Inc in Q4 2024 and has held it in 7 quarters since.
  • True Wealth Design's Strategy Inc position peaked at $6.27K in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.