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Evelyn Partners Group Ltd’s Strategy Inc MSTR Stock Holding History

Evelyn Partners Group Ltd’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 		$109K Buy
+1,250
New +$181K ﹤0.01% 311

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QC
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Bank of New York Mellon
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Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Evelyn Partners Group Ltd's MSTR Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in Strategy Inc (MSTR) in Q2 2026: 1,250 shares worth $109K. The stake represents ﹤0.01% of the portfolio and ranks #311 among its holdings.

432 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Evelyn Partners Group Ltd held 1,250 shares of Strategy Inc worth $109K as of Q2 2026.
  • Strategy Inc was a new Evelyn Partners Group Ltd position in Q2 2026.
  • Strategy Inc made up ﹤0.01% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #311 holding.
  • 432 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.