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Wealth Preservation Advisors’s Strategy Inc MSTR Stock Holding History

Wealth Preservation 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 		$250 Buy
2
+1
+100% +$143 ﹤0.01% 856
2025
Q4 		$152 Buy
+1
New +$230 ﹤0.01% 594
2025
Q3 		– Sell
-911
Closed -$368K – 589
2025
Q2 		$368K Sell
911
-390
-30% -$142K 0.23% 60
2025
Q1 		$375K Buy
+1,301
New +$413K 0.27% 52

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

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

Wealth Preservation Advisors increased its Strategy Inc (MSTR) stake by 100% in Q1 2026, buying an estimated $143 and bringing the position to 2 shares worth $250. The position accounts for ﹤0.01% of the portfolio, ranked #856.

Wealth Preservation Advisors first reported a position in MSTR in Q1 2025 and has held it in 4 quarters since. The position peaked at $375K in Q1 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Wealth Preservation Advisors held 2 shares of Strategy Inc worth $250 as of Q1 2026.
  • Wealth Preservation Advisors bought 1 Strategy Inc share in Q1 2026, an estimated $143.
  • Strategy Inc made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #856 holding.
  • Wealth Preservation Advisors first reported a position in Strategy Inc in Q1 2025 and has held it in 4 quarters since.
  • Wealth Preservation Advisors's Strategy Inc position peaked at $375K in Q1 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.