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Westfuller Advisors’s Strategy Inc MSTR Stock Holding History

Westfuller 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
Q1 		$25.2K Buy
+202
New +$28.9K 0.01% 333

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

Westfuller Advisors's MSTR Position: Q1 2026 in Review

Westfuller Advisors opened a new position in Strategy Inc (MSTR) in Q1 2026: 202 shares worth $25.2K. The stake represents 0.01% of the portfolio and ranks #333 among its holdings.

937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Westfuller Advisors held 202 shares of Strategy Inc worth $25.2K as of Q1 2026.
  • Strategy Inc was a new Westfuller Advisors position in Q1 2026.
  • Strategy Inc made up 0.01% of Westfuller Advisors's portfolio in Q1 2026, its #333 holding.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.