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Waverly Advisors’s Strategy Inc MSTR Stock Holding History

Waverly 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
Q2 		$407K Buy
4,676
+808
+21% +$117K ﹤0.01% 1269
2026
Q1 		$483K Sell
3,868
-1,034
-21% -$148K ﹤0.01% 1107
2025
Q4 		$745K Buy
4,902
+646
+15% +$149K 0.01% 858
2025
Q3 		$1.37M Sell
4,256
-152
-3% -$56.4K 0.01% 574
2025
Q2 		$1.78M Sell
4,408
-892
-17% -$325K 0.02% 511
2025
Q1 		$1.53M Sell
5,300
-446
-8% -$142K 0.02% 532
2024
Q4 		$1.66M Sell
5,746
-8
-0.1% -$2.41K 0.03% 420
2024
Q3 		$970K Sell
5,754
-346
-6% -$49.5K 0.02% 452
2024
Q2 		$840K Hold
6,100
– – 0.02% 463
2024
Q1 		$1.04M Buy
+6,100
New +$556K 0.02% 358

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 $3.38T AUM 44.17% 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

Waverly Advisors's MSTR Position: Q2 2026 in Review

Waverly Advisors increased its Strategy Inc (MSTR) stake by 21% in Q2 2026, buying an estimated $117K and bringing the position to 4,676 shares worth $407K. The position accounts for ﹤0.01% of the portfolio, ranked #1269.

Waverly Advisors first reported a position in MSTR in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.78M in Q2 2025. 853 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Waverly Advisors held 4,676 shares of Strategy Inc worth $407K as of Q2 2026.
  • Waverly Advisors bought 808 Strategy Inc shares in Q2 2026, an estimated $117K.
  • Strategy Inc made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1269 holding.
  • Waverly Advisors first reported a position in Strategy Inc in Q1 2024 and has held it in 10 quarters since.
  • Waverly Advisors's Strategy Inc position peaked at $1.78M in Q2 2025.
  • 853 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.