West Paces Advisors’s Strategy Inc MSTR Stock Holding History

West Paces Advisors’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	$522	Buy	+6	New	+$871	﹤0.01%	701

Other funds holding MSTR

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

VIPI

Vista Investment Partners II Richmond, Indiana $255M AUM 32.07% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

West Paces Advisors's MSTR Position: Q2 2026 in Review

West Paces Advisors opened a new position in Strategy Inc (MSTR) in Q2 2026: 6 shares worth $522. The stake represents ﹤0.01% of the portfolio and ranks #701 among its holdings.

194 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

West Paces Advisors held 6 shares of Strategy Inc worth $522 as of Q2 2026.
Strategy Inc was a new West Paces Advisors position in Q2 2026.
Strategy Inc made up ﹤0.01% of West Paces Advisors's portfolio in Q2 2026, its #701 holding.
194 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.