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WPG Advisers’s Strategy Inc MSTR Stock Holding History

WPG Advisers’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 		$82.5K Buy
949
+345
+57% +$50.1K 0.05% 215
2026
Q1 		$75.4K Buy
604
+41
+7% +$5.86K 0.06% 191
2025
Q4 		$85.5K Sell
563
-37
-6% -$8.52K 0.06% 193
2025
Q3 		$193K Buy
600
+11
+2% +$4.08K 0.15% 92
2025
Q2 		$238K Buy
589
+38
+7% +$13.8K 0.2% 71
2025
Q1 		$159K Buy
551
+29
+6% +$9.21K 0.15% 108
2024
Q4 		$151K Buy
+522
New +$157K 0.14% 123

Other funds holding MSTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

WPG Advisers's MSTR Position: Q2 2026 in Review

WPG Advisers increased its Strategy Inc (MSTR) stake by 57% in Q2 2026, buying an estimated $50.1K and bringing the position to 949 shares worth $82.5K. The position accounts for 0.05% of the portfolio, ranked #215.

WPG Advisers first reported a position in MSTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $238K in Q2 2025. 432 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • WPG Advisers held 949 shares of Strategy Inc worth $82.5K as of Q2 2026.
  • WPG Advisers bought 345 Strategy Inc shares in Q2 2026, an estimated $50.1K.
  • Strategy Inc made up 0.05% of WPG Advisers's portfolio in Q2 2026, its #215 holding.
  • WPG Advisers first reported a position in Strategy Inc in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's Strategy Inc position peaked at $238K in Q2 2025.
  • 432 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.