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WCG Wealth Advisors’s Strategy Inc MSTR Stock Holding History

WCG Wealth 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 		$1.38M Buy
15,866
+3,563
+29% +$517K 0.03% 351
2026
Q1 		$1.54M Buy
+12,303
New +$1.76M 0.04% 306

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

WCG Wealth Advisors's MSTR Position: Q2 2026 in Review

WCG Wealth Advisors increased its Strategy Inc (MSTR) stake by 29% in Q2 2026, buying an estimated $517K and bringing the position to 15,866 shares worth $1.38M. The position accounts for 0.03% of the portfolio, ranked #351.

WCG Wealth Advisors first reported a position in MSTR in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.54M in Q1 2026. 853 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • WCG Wealth Advisors held 15,866 shares of Strategy Inc worth $1.38M as of Q2 2026.
  • WCG Wealth Advisors bought 3,563 Strategy Inc shares in Q2 2026, an estimated $517K.
  • Strategy Inc made up 0.03% of WCG Wealth Advisors's portfolio in Q2 2026, its #351 holding.
  • WCG Wealth Advisors first reported a position in Strategy Inc in Q1 2026 and has held it in 2 quarters since.
  • WCG Wealth Advisors's Strategy Inc position peaked at $1.54M in Q1 2026.
  • 853 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

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