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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
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 $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

WCG Wealth Advisors's MSTR Position: Q1 2026 in Review

WCG Wealth Advisors opened a new position in Strategy Inc (MSTR) in Q1 2026: 12,303 shares worth $1.54M. The stake represents 0.04% of the portfolio and ranks #306 among its holdings.

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

  • WCG Wealth Advisors held 12,303 shares of Strategy Inc worth $1.54M as of Q1 2026.
  • Strategy Inc was a new WCG Wealth Advisors position in Q1 2026.
  • Strategy Inc made up 0.04% of WCG Wealth Advisors's portfolio in Q1 2026, its #306 holding.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

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