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Trust Company’s Strategy Inc MSTR Stock Holding History

Trust Company’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 		$4.35K Sell
50
-1
-2% -$145 ﹤0.01% 492
2026
Q1 		$6.37K Hold
51
– – ﹤0.01% 462
2025
Q4 		$7.75K Buy
51
+1
+2% +$230 ﹤0.01% 453
2025
Q3 		$16.1K Hold
50
– – ﹤0.01% 295
2025
Q2 		$20.2K Hold
50
– – ﹤0.01% 276
2025
Q1 		$14.4K Hold
50
– – ﹤0.01% 317
2024
Q4 		$14.5K Buy
50
+10
+25% +$3.01K ﹤0.01% 307
2024
Q3 		$6.74K Buy
+40
New +$5.72K ﹤0.01% 305

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

Trust Company's MSTR Position: Q2 2026 in Review

Trust Company reduced its Strategy Inc (MSTR) stake by 2% in Q2 2026, selling an estimated $145 and leaving 50 shares worth $4.35K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Trust Company first reported a position in MSTR in Q3 2024 and has held it in 8 quarters since. The position peaked at $20.2K in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Trust Company held 50 shares of Strategy Inc worth $4.35K as of Q2 2026.
  • Trust Company sold 1 Strategy Inc share in Q2 2026, an estimated $145.
  • Strategy Inc made up ﹤0.01% of Trust Company's portfolio in Q2 2026, its #492 holding.
  • Trust Company first reported a position in Strategy Inc in Q3 2024 and has held it in 8 quarters since.
  • Trust Company's Strategy Inc position peaked at $20.2K in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.