UP Strategic Wealth Investment Advisors’s Strategy Inc MSTR Stock Holding History

UP Strategic Wealth Investment 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	$251K	Buy	+1,393	New	+$199K	0.16%	81

Other funds holding MSTR

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UP Strategic Wealth Investment Advisors's MSTR Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors opened a new position in Strategy Inc (MSTR) in Q1 2026: 1,393 shares worth $251K. The stake represents 0.16% of the portfolio and ranks #81 among its holdings.

938 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

UP Strategic Wealth Investment Advisors held 1,393 shares of Strategy Inc worth $251K as of Q1 2026.
Strategy Inc was a new UP Strategic Wealth Investment Advisors position in Q1 2026.
Strategy Inc made up 0.16% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #81 holding.
938 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.