WWM
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Western Wealth Management’s Strategy Inc MSTR Stock Holding History

Western Wealth Management’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 		$956K Sell
11,002
-1,952
-15% -$283K 0.03% 492
2026
Q1 		$1.62M Sell
12,954
-1,476
-10% -$211K 0.06% 320
2025
Q4 		$2.19M Buy
14,430
+4
+0% +$921 0.1% 206
2025
Q3 		$4.65M Buy
14,426
+2,971
+26% +$1.1M 0.25% 84
2025
Q2 		$4.63M Buy
11,455
+9
+0.1% +$3.28K 0.27% 77
2025
Q1 		$3.3M Buy
11,446
+2,108
+23% +$669K 0.22% 93
2024
Q4 		$2.7M Buy
9,338
+1,161
+14% +$349K 0.14% 143
2024
Q3 		$1.38M Buy
8,177
+607
+8% +$86.8K 0.08% 252
2024
Q2 		$1.04M Buy
7,570
+1,300
+21% +$187K 0.08% 221
2024
Q1 		$1.07M Buy
6,270
+1,790
+40% +$163K 0.08% 220
2023
Q4 		$283K Buy
+4,480
New +$212K 0.02% 564

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

Western Wealth Management's MSTR Position: Q2 2026 in Review

Western Wealth Management reduced its Strategy Inc (MSTR) stake by 15% in Q2 2026, selling an estimated $283K and leaving 11,002 shares worth $956K. The position accounts for 0.03% of the portfolio, ranked #492.

Western Wealth Management first reported a position in MSTR in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.65M in Q3 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Western Wealth Management held 11,002 shares of Strategy Inc worth $956K as of Q2 2026.
  • Western Wealth Management sold 1,952 Strategy Inc shares in Q2 2026, an estimated $283K.
  • Strategy Inc made up 0.03% of Western Wealth Management's portfolio in Q2 2026, its #492 holding.
  • Western Wealth Management first reported a position in Strategy Inc in Q4 2023 and has held it in 11 quarters since.
  • Western Wealth Management's Strategy Inc position peaked at $4.65M in Q3 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

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