WI
MSTR icon

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
Q2 		$677K Sell
7,788
-318
-4% -$46.2K 0.07% 149
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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wahed Invest's MSTR Position: Q2 2026 in Review

Wahed Invest reduced its Strategy Inc (MSTR) stake by 3.9% in Q2 2026, selling an estimated $46.2K and leaving 7,788 shares worth $677K. The position accounts for 0.07% of the portfolio, ranked #149.

Wahed Invest first reported a position in MSTR in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.74M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Wahed Invest held 7,788 shares of Strategy Inc worth $677K as of Q2 2026.
  • Wahed Invest sold 318 Strategy Inc shares in Q2 2026, an estimated $46.2K.
  • Strategy Inc made up 0.07% of Wahed Invest's portfolio in Q2 2026, its #149 holding.
  • Wahed Invest first reported a position in Strategy Inc in Q2 2025 and has held it in 5 quarters since.
  • Wahed Invest's Strategy Inc position peaked at $2.74M in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Wahed Invest's 13F filing for Q2 2026, filed 11 Aug 2026.