WAAG
MSTR icon

Wealth Alliance Advisory Group’s Strategy Inc MSTR Stock Holding History

Wealth Alliance Advisory Group’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 		– Sell
-1,450
Closed -$220K – 205
2025
Q4 		$220K Hold
1,450
– – 0.04% 185
2025
Q3 		$467K Hold
1,450
– – 0.08% 117
2025
Q2 		$586K Sell
1,450
-22
-1% -$8.01K 0.11% 101
2025
Q1 		$424K Hold
1,472
– – 0.09% 121
2024
Q4 		$426K Buy
1,472
+272
+23% +$81.8K 0.09% 115
2024
Q3 		$202K Buy
+1,200
New +$172K 0.04% 181
2024
Q2 		– Sell
-1,200
Closed -$205K – 198
2024
Q1 		$205K Buy
+1,200
New +$109K 0.05% 178

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Wealth Alliance Advisory Group's MSTR Position: Q1 2026 in Review

Wealth Alliance Advisory Group sold out of Strategy Inc (MSTR) in Q1 2026, closing a stake of 1,450 shares — an estimated $220K sold.

Wealth Alliance Advisory Group first reported a position in MSTR in Q1 2024 and held it in 7 quarters. The position peaked at $586K in Q2 2025. 942 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Wealth Alliance Advisory Group reported no remaining Strategy Inc position as of Q1 2026 after selling out during the quarter.
  • Wealth Alliance Advisory Group sold 1,450 Strategy Inc shares in Q1 2026, an estimated $220K.
  • Wealth Alliance Advisory Group first reported a position in Strategy Inc in Q1 2024 and held it in 7 quarters.
  • Wealth Alliance Advisory Group's Strategy Inc position peaked at $586K in Q2 2025.
  • 942 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q1 2026, filed 9 Apr 2026.