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Wahed Invest’s Strategy Inc MSTR Stock Holding History

Wahed Invest’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 		$1.01M Buy
8,106
+1,053
+15% +$151K 0.13% 116
2025
Q4 		$1.07M Sell
7,053
-112
-2% -$25.8K 0.14% 103
2025
Q3 		$2.31M Buy
7,165
+375
+6% +$139K 0.32% 49
2025
Q2 		$2.74M Buy
+6,790
New +$2.47M 0.42% 41

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

Wahed Invest's MSTR Position: Q1 2026 in Review

Wahed Invest increased its Strategy Inc (MSTR) stake by 15% in Q1 2026, buying an estimated $151K and bringing the position to 8,106 shares worth $1.01M. The position accounts for 0.13% of the portfolio, ranked #116.

Wahed Invest first reported a position in MSTR in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.74M in Q2 2025. 938 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Wahed Invest held 8,106 shares of Strategy Inc worth $1.01M as of Q1 2026.
  • Wahed Invest bought 1,053 Strategy Inc shares in Q1 2026, an estimated $151K.
  • Strategy Inc made up 0.13% of Wahed Invest's portfolio in Q1 2026, its #116 holding.
  • Wahed Invest first reported a position in Strategy Inc in Q2 2025 and has held it in 4 quarters since.
  • Wahed Invest's Strategy Inc position peaked at $2.74M in Q2 2025.
  • 938 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Wahed Invest's 13F filing for Q1 2026, filed 13 May 2026.