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

Other funds holding MSTR

Capital International Investors
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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

Wellington Management Group's MSTR Position: Q1 2026 in Review

Wellington Management Group increased its Strategy Inc (MSTR) stake by 82% in Q1 2026, buying an estimated $1.13M and bringing the position to 17,495 shares worth $2.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1535.

Wellington Management Group first reported a position in MSTR in Q4 2013 and has held it in 32 quarters since. The position peaked at $35.3M in Q1 2024. 940 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Wellington Management Group held 17,495 shares of Strategy Inc worth $2.18M as of Q1 2026.
  • Wellington Management Group bought 7,874 Strategy Inc shares in Q1 2026, an estimated $1.13M.
  • Strategy Inc made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1535 holding.
  • Wellington Management Group first reported a position in Strategy Inc in Q4 2013 and has held it in 32 quarters since.
  • Wellington Management Group's Strategy Inc position peaked at $35.3M in Q1 2024.
  • 940 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.