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U.S. Capital Wealth Advisors’s Strategy Inc MSTR Stock Holding History

U.S. Capital Wealth 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 		$621K Buy
4,975
+2,570
+107% +$367K 0.02% 629
2025
Q4 		$365K Sell
2,405
-439
-15% -$101K 0.01% 741
2025
Q3 		$916K Buy
2,844
+649
+30% +$241K 0.02% 487
2025
Q2 		$887K Buy
2,195
+291
+15% +$106K 0.03% 453
2025
Q1 		$549K Buy
1,904
+642
+51% +$204K 0.02% 571
2024
Q4 		$366K Buy
+1,262
New +$380K 0.01% 635

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

U.S. Capital Wealth Advisors's MSTR Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Strategy Inc (MSTR) stake by 107% in Q1 2026, buying an estimated $367K and bringing the position to 4,975 shares worth $621K. The position accounts for 0.02% of the portfolio, ranked #629.

U.S. Capital Wealth Advisors first reported a position in MSTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $916K in Q3 2025. 940 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • U.S. Capital Wealth Advisors held 4,975 shares of Strategy Inc worth $621K as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 2,570 Strategy Inc shares in Q1 2026, an estimated $367K.
  • Strategy Inc made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #629 holding.
  • U.S. Capital Wealth Advisors first reported a position in Strategy Inc in Q4 2024 and has held it in 6 quarters since.
  • U.S. Capital Wealth Advisors's Strategy Inc position peaked at $916K in Q3 2025.
  • 940 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.