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 Q2	$1.89M	Buy	+21,715	New	+$3.15M	0.01%	430
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 Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthspire Advisors (New York)'s MSTR Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Strategy Inc (MSTR) in Q2 2026: 21,715 shares worth $1.89M. The stake represents 0.01% of the portfolio and ranks #430 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in MSTR as recently as Q4 2025.

Wealthspire Advisors (New York) first reported a position in MSTR in Q1 2024 and has held it in 7 quarters since. 853 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Wealthspire Advisors (New York) held 21,715 shares of Strategy Inc worth $1.89M as of Q2 2026.
Strategy Inc was a new Wealthspire Advisors (New York) position in Q2 2026.
Strategy Inc made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #430 holding.
Wealthspire Advisors (New York) first reported a position in Strategy Inc in Q1 2024 and has held it in 7 quarters since.
853 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.