Wealthfront Advisers
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Wealthfront Advisers’s Strategy Inc MSTR Stock Holding History

Wealthfront Advisers’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 		$2.06M Sell
23,692
-10,088
-30% -$1.46M ﹤0.01% 608
2026
Q1 		$4.22M Sell
33,780
-1,917
-5% -$274K 0.01% 455
2025
Q4 		$5.42M Sell
35,697
-17,861
-33% -$4.11M 0.01% 387
2025
Q3 		$17.3M Sell
53,558
-2,056
-4% -$763K 0.04% 140
2025
Q2 		$22.5M Sell
55,614
-1,645
-3% -$599K 0.06% 105
2025
Q1 		$16.5M Buy
57,259
+6,970
+14% +$2.21M 0.04% 125
2024
Q4 		$14.6M Buy
50,289
+21,906
+77% +$6.59M 0.04% 129
2024
Q3 		$4.79M Buy
28,383
+20,533
+262% +$2.94M 0.01% 312
2024
Q2 		$1.08M Buy
7,850
+780
+11% +$112K ﹤0.01% 607
2024
Q1 		$1.21M Buy
+7,070
New +$645K ﹤0.01% 579

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 $3.37T AUM 44.26% 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

Wealthfront Advisers's MSTR Position: Q2 2026 in Review

Wealthfront Advisers reduced its Strategy Inc (MSTR) stake by 30% in Q2 2026, selling an estimated $1.46M and leaving 23,692 shares worth $2.06M. The position accounts for ﹤0.01% of the portfolio, ranked #608.

Wealthfront Advisers first reported a position in MSTR in Q1 2024 and has held it in 10 quarters since. The position peaked at $22.5M in Q2 2025. 850 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Wealthfront Advisers held 23,692 shares of Strategy Inc worth $2.06M as of Q2 2026.
  • Wealthfront Advisers sold 10,088 Strategy Inc shares in Q2 2026, an estimated $1.46M.
  • Strategy Inc made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #608 holding.
  • Wealthfront Advisers first reported a position in Strategy Inc in Q1 2024 and has held it in 10 quarters since.
  • Wealthfront Advisers's Strategy Inc position peaked at $22.5M in Q2 2025.
  • 850 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.