WT
MSTR icon

Whittier Trust’s Strategy Inc MSTR Stock Holding History

Whittier Trust’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 		– Sell
-300
Closed -$38.3K – 1391
2026
Q1 		$38.3K Buy
300
+278
+1,264% +$39.7K ﹤0.01% 882
2025
Q4 		$3.48K Hold
22
– – ﹤0.01% 1256
2025
Q3 		$7.74K Buy
+22
New +$8.16K ﹤0.01% 1166
2025
Q1 		– Sell
-1,850
Closed -$536K – 1549
2024
Q4 		$536K Sell
1,850
-40
-2% -$12K 0.01% 482
2024
Q3 		$319K Buy
1,890
+40
+2% +$5.72K ﹤0.01% 583
2024
Q2 		$255K Hold
1,850
– – ﹤0.01% 606
2024
Q1 		$315K Sell
1,850
-8,150
-82% -$743K ﹤0.01% 565
2023
Q4 		$632K Hold
10,000
– – 0.01% 433
2023
Q3 		$328K Buy
+10,000
New +$377K 0.01% 545

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's MSTR Position: Q2 2026 in Review

Whittier Trust sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 300 shares — an estimated $38.3K sold.

Whittier Trust first reported a position in MSTR in Q3 2023 and held it in 9 quarters. The position peaked at $632K in Q4 2023. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Whittier Trust reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
  • Whittier Trust sold 300 Strategy Inc shares in Q2 2026, an estimated $38.3K.
  • Whittier Trust first reported a position in Strategy Inc in Q3 2023 and held it in 9 quarters.
  • Whittier Trust's Strategy Inc position peaked at $632K in Q4 2023.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

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