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Winch Advisory Services’s Strategy Inc MSTR Stock Holding History

Winch Advisory Services’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 		$1.65K Hold
19
– – ﹤0.01% 487
2026
Q1 		$2.37K Buy
+19
New +$2.72K ﹤0.01% 415
2025
Q2 		– Sell
-16
Closed -$4.61K – 502
2025
Q1 		$4.61K Buy
+16
New +$5.08K ﹤0.01% 345

Other funds holding MSTR

Capital International Investors
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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

Winch Advisory Services's MSTR Position: Q2 2026 in Review

Winch Advisory Services held its Strategy Inc (MSTR) position steady in Q2 2026 at 19 shares worth $1.65K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Winch Advisory Services first reported a position in MSTR in Q1 2025 and has held it in 3 quarters since. The position peaked at $4.61K in Q1 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Winch Advisory Services held 19 shares of Strategy Inc worth $1.65K as of Q2 2026.
  • Winch Advisory Services left its Strategy Inc share count unchanged in Q2 2026.
  • Strategy Inc made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #487 holding.
  • Winch Advisory Services first reported a position in Strategy Inc in Q1 2025 and has held it in 3 quarters since.
  • Winch Advisory Services's Strategy Inc position peaked at $4.61K in Q1 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.