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
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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cerity Partners's MSTR Position: Q1 2026 in Review

Cerity Partners increased its Strategy Inc (MSTR) stake by 110% in Q1 2026, buying an estimated $2.54M and bringing the position to 33,889 shares worth $4.23M. The position accounts for 0.01% of the portfolio, ranked #1093.

Cerity Partners first reported a position in MSTR in Q1 2023 and has held it in 9 quarters since. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Cerity Partners held 33,889 shares of Strategy Inc worth $4.23M as of Q1 2026.
  • Cerity Partners bought 17,775 Strategy Inc shares in Q1 2026, an estimated $2.54M.
  • Strategy Inc made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #1093 holding.
  • Cerity Partners first reported a position in Strategy Inc in Q1 2023 and has held it in 9 quarters since.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.