SPL
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Superior Planning, LLC’s Strategy Inc MSTR Stock Holding History

Superior Planning, LLC’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
Q3 		$35.4K Buy
+231
New +$26.7K 0.01% 482

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's MSTR Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Strategy Inc (MSTR) in Q3 2026: 231 shares worth $35.4K. The stake represents 0.01% of the portfolio and ranks #482 among its holdings.

719 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • Superior Planning, LLC held 231 shares of Strategy Inc worth $35.4K as of Q3 2026.
  • Strategy Inc was a new Superior Planning, LLC position in Q3 2026.
  • Strategy Inc made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #482 holding.
  • 719 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.