Question 1

Does Whittier Trust own MSTR stock?

Accepted Answer

No. Whittier Trust exited its MSTR (Strategy) position in Q2 2026. Its Q1 2026 13F listed 300 shares worth $38,307.

Question 2

How many shares of MSTR does Whittier Trust own?

Accepted Answer

None since Q2 2026, when Whittier Trust exited the position. Its Q1 2026 13F listed 300 shares worth $38,307.

Question 3

What is Whittier Trust's MSTR position worth?

Accepted Answer

Whittier Trust's MSTR position was worth $38,307 in its Q1 2026 13F, before the exit in Q2 2026.

Question 4

Is Whittier Trust buying or selling MSTR?

Accepted Answer

In Q2 2026, Whittier Trust exited its entire MSTR position.

Question 5

When did Whittier Trust first buy MSTR?

Accepted Answer

Whittier Trust first reported MSTR in its Q3 2023 13F and listed it in 9 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Exited	0	-100.0%	$0	0.0%	$86.93	0
2026-Q1	Increased	300	+1263.6%	$38,307	0.0%	$124.80	32
2025-Q4	Unchanged	22	0.0%	$3,475	0.0%	$151.95	0
2025-Q3	New	22	—	$7,736	0.0%	$322.21	23
2025-Q1	Exited	0	-100.0%	$0	0.0%	$288.27	0
2024-Q4	Decreased	1,850	-2.1%	$535,778	0.0%	$289.62	0
2024-Q3	Increased	1,890	+2.2%	$318,654	0.0%	$168.60	24