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Wilmington Savings Fund Society’s Strategy Inc MSTR Stock Holding History

Wilmington Savings Fund Society’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 		$14.7K Buy
169
+9
+6% +$1.31K ﹤0.01% 1130
2026
Q1 		$20K Hold
160
– – ﹤0.01% 1078
2025
Q4 		$24.3K Buy
160
+60
+60% +$13.8K ﹤0.01% 1032
2025
Q3 		$32.2K Sell
100
-705
-88% -$262K ﹤0.01% 981
2025
Q2 		$325K Buy
805
+362
+82% +$132K 0.01% 682
2025
Q1 		$128K Sell
443
-614
-58% -$195K ﹤0.01% 929
2024
Q4 		$306K Buy
1,057
+957
+957% +$288K 0.01% 701
2024
Q3 		$16.9K Buy
+100
New +$14.3K ﹤0.01% 1507

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

Wilmington Savings Fund Society's MSTR Position: Q2 2026 in Review

Wilmington Savings Fund Society increased its Strategy Inc (MSTR) stake by 5.6% in Q2 2026, buying an estimated $1.31K and bringing the position to 169 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

Wilmington Savings Fund Society first reported a position in MSTR in Q3 2024 and has held it in 8 quarters since. The position peaked at $325K in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Wilmington Savings Fund Society held 169 shares of Strategy Inc worth $14.7K as of Q2 2026.
  • Wilmington Savings Fund Society bought 9 Strategy Inc shares in Q2 2026, an estimated $1.31K.
  • Strategy Inc made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #1130 holding.
  • Wilmington Savings Fund Society first reported a position in Strategy Inc in Q3 2024 and has held it in 8 quarters since.
  • Wilmington Savings Fund Society's Strategy Inc position peaked at $325K in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.