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WhitTier Trust Company’s Strategy Inc MSTR Stock Holding History

WhitTier Trust Company’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 		$25.6K Buy
263
+50
+23% +$7.26K ﹤0.01% 872
2026
Q1 		$27.2K Buy
+213
New +$30.4K ﹤0.01% 836
2018
Q1 		– Sell
-90
Closed -$1K – 1030
2017
Q4 		$1K Hold
90
– – ﹤0.01% 969
2017
Q3 		$1K Buy
+90
New +$1.31K ﹤0.01% 973

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

WhitTier Trust Company's MSTR Position: Q2 2026 in Review

WhitTier Trust Company increased its Strategy Inc (MSTR) stake by 23% in Q2 2026, buying an estimated $7.26K and bringing the position to 263 shares worth $25.6K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

WhitTier Trust Company first reported a position in MSTR in Q3 2017 and has held it in 4 quarters since. The position peaked at $27.2K in Q1 2026. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • WhitTier Trust Company held 263 shares of Strategy Inc worth $25.6K as of Q2 2026.
  • WhitTier Trust Company bought 50 Strategy Inc shares in Q2 2026, an estimated $7.26K.
  • Strategy Inc made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #872 holding.
  • WhitTier Trust Company first reported a position in Strategy Inc in Q3 2017 and has held it in 4 quarters since.
  • WhitTier Trust Company's Strategy Inc position peaked at $27.2K in Q1 2026.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.