Wellington Management Group
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Wellington Management Group’s Strategy Inc MSTR Stock Holding History

Wellington Management Group’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
2025
Q2 		– Sell
-296
Closed -$475K – 2011
2025
Q1 		$475K Buy
+296
New +$94K ﹤0.01% 1830

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Vanguard Capital Management
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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 $3.38T AUM 44.17% 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

Wellington Management Group's MSTR Position: Q2 2026 in Review

Wellington Management Group reduced its Strategy Inc (MSTR) stake by 5.7% in Q2 2026, selling an estimated $146K and leaving 16,492 shares worth $1.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1688.

Wellington Management Group first reported a position in MSTR in Q4 2013 and has held it in 33 quarters since. The position peaked at $35.3M in Q1 2024. 853 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Wellington Management Group held 16,492 shares of Strategy Inc worth $1.43M as of Q2 2026.
  • Wellington Management Group sold 1,003 Strategy Inc shares in Q2 2026, an estimated $146K.
  • Strategy Inc made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1688 holding.
  • Wellington Management Group first reported a position in Strategy Inc in Q4 2013 and has held it in 33 quarters since.
  • Wellington Management Group's Strategy Inc position peaked at $35.3M in Q1 2024.
  • 853 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.