Cerity Partners
MSTR icon

Cerity Partners’s Strategy Inc MSTR Stock Holding History

Cerity Partners’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 		$3.18M Buy
36,600
+2,711
+8% +$394K ﹤0.01% 1320
2026
Q1 		$4.23M Buy
33,889
+17,775
+110% +$2.54M 0.01% 1093
2025
Q4 		$2.45M Buy
16,114
+6,670
+71% +$1.54M ﹤0.01% 1286
2025
Q3 		$3.04M Sell
9,444
-144
-2% -$53.4K ﹤0.01% 1102
2025
Q2 		$3.88M Sell
9,588
-3,702
-28% -$1.35M 0.01% 924
2025
Q1 		$3.83M Buy
13,290
+1,547
+13% +$491K 0.01% 836
2024
Q4 		$3.31M Buy
11,743
+5,573
+90% +$1.68M 0.01% 880
2024
Q3 		$1.04M Buy
+6,170
New +$882K ﹤0.01% 1376
2024
Q2 		– Sell
-1,560
Closed -$266K – 2339
2024
Q1 		$266K Buy
+1,560
New +$142K ﹤0.01% 1933
2023
Q2 		– Sell
-550
Closed -$1.57M – 1846
2023
Q1 		$1.57M Buy
+550
New +$13.4K ﹤0.01% 799

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 $3.38T AUM 44.17% 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

Cerity Partners's MSTR Position: Q2 2026 in Review

Cerity Partners increased its Strategy Inc (MSTR) stake by 8% in Q2 2026, buying an estimated $394K and bringing the position to 36,600 shares worth $3.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1320.

Cerity Partners first reported a position in MSTR in Q1 2023 and has held it in 10 quarters since. The position peaked at $4.23M in Q1 2026. 853 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Cerity Partners held 36,600 shares of Strategy Inc worth $3.18M as of Q2 2026.
  • Cerity Partners bought 2,711 Strategy Inc shares in Q2 2026, an estimated $394K.
  • Strategy Inc made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1320 holding.
  • Cerity Partners first reported a position in Strategy Inc in Q1 2023 and has held it in 10 quarters since.
  • Cerity Partners's Strategy Inc position peaked at $4.23M in Q1 2026.
  • 853 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.