Wells Fargo
MSTR icon

Wells Fargo’s Strategy Inc MSTR Stock Holding History

Wells Fargo’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 		$3.04M Hold
35,000
– – ﹤0.01% 3261
2026
Q1 		$4.37M Hold
35,000
– – ﹤0.01% 2707
2025
Q4 		$5.32M Buy
35,000
+9,900
+39% +$2.28M ﹤0.01% 2619
2025
Q3 		$8.09M Buy
+25,100
New +$9.31M ﹤0.01% 2168
2025
Q2 		– Sell
-37,700
Closed -$10.9M – 7287
2025
Q1 		$10.9M Buy
37,700
+33,200
+738% +$10.5M ﹤0.01% 1797
2024
Q4 		$1.3M Sell
4,500
-3,000
-40% -$903K ﹤0.01% 3517
2024
Q3 		$1.26M Buy
+7,500
New +$1.07M ﹤0.01% 3390

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

Wells Fargo's MSTR Position: Q2 2026 in Review

Wells Fargo increased its Strategy Inc (MSTR) stake by 175% in Q2 2026, buying an estimated $184M and bringing the position to 1,994,253 shares worth $173M. The position accounts for 0.03% of the portfolio, ranked #479.

Wells Fargo first reported a position in MSTR in Q2 2013 and has held it in 53 quarters since. The position peaked at $292M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Wells Fargo held 1,994,253 shares of Strategy Inc worth $173M as of Q2 2026.
  • Wells Fargo bought 1,268,276 Strategy Inc shares in Q2 2026, an estimated $184M.
  • Strategy Inc made up 0.03% of Wells Fargo's portfolio in Q2 2026, its #479 holding.
  • Wells Fargo first reported a position in Strategy Inc in Q2 2013 and has held it in 53 quarters since.
  • Wells Fargo's Strategy Inc position peaked at $292M in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.