WIM
MSTR icon

Westside Investment Management’s Strategy Inc MSTR Stock Holding History

Westside Investment 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 		$19.6K Buy
225
+10
+5% +$1.45K ﹤0.01% 938
2026
Q1 		$26.8K Sell
215
-4
-2% -$572 ﹤0.01% 785
2025
Q4 		$33.3K Sell
219
-82
-27% -$18.9K 0.01% 678
2025
Q3 		$98.4K Buy
301
+54
+22% +$20K 0.02% 400
2025
Q2 		$98.6K Buy
247
+41
+20% +$14.9K 0.02% 348
2025
Q1 		$59.4K Hold
206
– – 0.01% 382
2024
Q4 		$59.7K Buy
+206
New +$62K 0.01% 378

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

Westside Investment Management's MSTR Position: Q2 2026 in Review

Westside Investment Management increased its Strategy Inc (MSTR) stake by 4.7% in Q2 2026, buying an estimated $1.45K and bringing the position to 225 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #938.

Westside Investment Management first reported a position in MSTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $98.6K in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Westside Investment Management held 225 shares of Strategy Inc worth $19.6K as of Q2 2026.
  • Westside Investment Management bought 10 Strategy Inc shares in Q2 2026, an estimated $1.45K.
  • Strategy Inc made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #938 holding.
  • Westside Investment Management first reported a position in Strategy Inc in Q4 2024 and has held it in 7 quarters since.
  • Westside Investment Management's Strategy Inc position peaked at $98.6K in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.