Wells Fargo
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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
Q1 		$25.6M Buy
+205,000
New +$29.3M ﹤0.01% 1349
2025
Q2 		– Sell
-20,100
Closed -$5.79M – 7288
2025
Q1 		$5.79M Buy
20,100
+17,600
+704% +$5.59M ﹤0.01% 2285
2024
Q4 		$724K Sell
2,500
-5,000
-67% -$1.5M ﹤0.01% 3933
2024
Q3 		$1.26M Buy
+7,500
New +$1.07M ﹤0.01% 3391
2024
Q1 		– Sell
-2,000
Closed -$126K – 7639
2023
Q4 		$126K Buy
+2,000
New +$94.8K ﹤0.01% 4763

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Wells Fargo's MSTR Position: Q1 2026 in Review

Wells Fargo increased its Strategy Inc (MSTR) stake by 125% in Q1 2026, buying an estimated $57.7M and bringing the position to 725,977 shares worth $90.6M. The position accounts for 0.02% of the portfolio, ranked #671.

Wells Fargo first reported a position in MSTR in Q2 2013 and has held it in 52 quarters since. The position peaked at $292M in Q2 2025. 938 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Wells Fargo held 725,977 shares of Strategy Inc worth $90.6M as of Q1 2026.
  • Wells Fargo bought 403,296 Strategy Inc shares in Q1 2026, an estimated $57.7M.
  • Strategy Inc made up 0.02% of Wells Fargo's portfolio in Q1 2026, its #671 holding.
  • Wells Fargo first reported a position in Strategy Inc in Q2 2013 and has held it in 52 quarters since.
  • Wells Fargo's Strategy Inc position peaked at $292M in Q2 2025.
  • 938 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.