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Wealthspire Advisors (New York)’s Strategy Inc MSTR Stock Holding History

Wealthspire Advisors (New York)’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
-1,714
Closed -$260K – 1040
2025
Q4 		$260K Buy
1,714
+450
+36% +$104K ﹤0.01% 864
2025
Q3 		$407K Sell
1,264
-1,025
-45% -$380K ﹤0.01% 589
2025
Q2 		$925K Buy
2,289
+217
+10% +$79K 0.01% 408
2025
Q1 		$597K Buy
2,072
+246
+13% +$78.1K ﹤0.01% 474
2024
Q4 		$529K Buy
+1,826
New +$549K 0.01% 500
2024
Q2 		– Sell
-1,190
Closed -$203K – 685
2024
Q1 		$203K Buy
+1,190
New +$108K ﹤0.01% 603

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Wealthspire Advisors (New York)'s MSTR Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Strategy Inc (MSTR) in Q1 2026, closing a stake of 1,714 shares — an estimated $260K sold.

Wealthspire Advisors (New York) first reported a position in MSTR in Q1 2024 and held it in 6 quarters. The position peaked at $925K in Q2 2025. 940 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Strategy Inc position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,714 Strategy Inc shares in Q1 2026, an estimated $260K.
  • Wealthspire Advisors (New York) first reported a position in Strategy Inc in Q1 2024 and held it in 6 quarters.
  • Wealthspire Advisors (New York)'s Strategy Inc position peaked at $925K in Q2 2025.
  • 940 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.