WealthCollab’s Strategy Inc MSTR Stock Holding History

WealthCollab’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	$11.1K	Buy	89 +44	+98%	+$6.29K	﹤0.01%	523
2025 Q4	$6.84K	Buy	+45	New	+$10.4K	﹤0.01%	648

Other funds holding MSTR

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WealthCollab's MSTR Position: Q1 2026 in Review

WealthCollab increased its Strategy Inc (MSTR) stake by 98% in Q1 2026, buying an estimated $6.29K and bringing the position to 89 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

WealthCollab first reported a position in MSTR in Q4 2025 and has held it in 2 quarters since. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

WealthCollab held 89 shares of Strategy Inc worth $11.1K as of Q1 2026.
WealthCollab bought 44 Strategy Inc shares in Q1 2026, an estimated $6.29K.
Strategy Inc made up ﹤0.01% of WealthCollab's portfolio in Q1 2026, its #523 holding.
WealthCollab first reported a position in Strategy Inc in Q4 2025 and has held it in 2 quarters since.
937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.