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Wilkerson Advisory Group’s Strategy Inc MSTR Stock Holding History

Wilkerson Advisory Group’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 		$43.8K Buy
504
+6
+1% +$871 0.01% 245
2026
Q1 		$62.1K Buy
498
+298
+149% +$42.6K 0.02% 189
2025
Q4 		$30.4K Buy
+200
New +$46K 0.01% 203

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

Wilkerson Advisory Group's MSTR Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Strategy Inc (MSTR) stake by 1.2% in Q2 2026, buying an estimated $871 and bringing the position to 504 shares worth $43.8K. The position accounts for 0.01% of the portfolio, ranked #245.

Wilkerson Advisory Group first reported a position in MSTR in Q4 2025 and has held it in 3 quarters since. The position peaked at $62.1K in Q1 2026. 849 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Wilkerson Advisory Group held 504 shares of Strategy Inc worth $43.8K as of Q2 2026.
  • Wilkerson Advisory Group bought 6 Strategy Inc shares in Q2 2026, an estimated $871.
  • Strategy Inc made up 0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #245 holding.
  • Wilkerson Advisory Group first reported a position in Strategy Inc in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Strategy Inc position peaked at $62.1K in Q1 2026.
  • 849 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.