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Unique Wealth’s Strategy Inc MSTR Stock Holding History

Unique Wealth’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 		– Sell
-1,573
Closed -$239K – 208
2025
Q4 		$239K Sell
1,573
-1
-0.1% -$230 0.03% 175
2025
Q3 		$507K Sell
1,574
-81
-5% -$30.1K 0.07% 113
2025
Q2 		$669K Buy
1,655
+77
+5% +$28K 0.11% 99
2025
Q1 		$455K Buy
1,578
+349
+28% +$111K 0.09% 108
2024
Q4 		$356K Buy
+1,229
New +$370K 0.07% 106

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

Unique Wealth's MSTR Position: Q1 2026 in Review

Unique Wealth sold out of Strategy Inc (MSTR) in Q1 2026, closing a stake of 1,573 shares — an estimated $239K sold.

Unique Wealth first reported a position in MSTR in Q4 2024 and held it in 5 quarters. The position peaked at $669K in Q2 2025. 938 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Unique Wealth reported no remaining Strategy Inc position as of Q1 2026 after selling out during the quarter.
  • Unique Wealth sold 1,573 Strategy Inc shares in Q1 2026, an estimated $239K.
  • Unique Wealth first reported a position in Strategy Inc in Q4 2024 and held it in 5 quarters.
  • Unique Wealth's Strategy Inc position peaked at $669K in Q2 2025.
  • 938 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Unique Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.