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Chicago Partners Investment Group’s Strategy Inc MSTR Stock Holding History

Chicago Partners Investment Group’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 		$1.67M Buy
17,785
+417
+2% +$60.5K 0.03% 424
2026
Q1 		$3.12M Buy
17,368
+916
+6% +$131K 0.07% 243
2025
Q4 		$2.68M Buy
16,452
+1,928
+13% +$444K 0.07% 241
2025
Q3 		$4.13M Buy
14,524
+2,771
+24% +$1.03M 0.11% 175
2025
Q2 		$4.85M Buy
11,753
+1,209
+11% +$440K 0.14% 146
2025
Q1 		$4.14M Buy
10,544
+1,076
+11% +$342K 0.14% 144
2024
Q4 		$3.14M Buy
9,468
+1,106
+13% +$333K 0.1% 163
2024
Q3 		$1.79M Buy
8,362
+72
+0.9% +$10.3K 0.06% 237
2024
Q2 		$1.33M Sell
8,290
-1,620
-16% -$233K 0.05% 277
2024
Q1 		$1.33M Sell
9,910
-1,220
-11% -$111K 0.06% 272
2023
Q4 		$502K Buy
11,130
+3,120
+39% +$148K 0.02% 424
2023
Q3 		$302K Buy
8,010
+190
+2% +$7.15K 0.02% 505
2023
Q2 		$319K Buy
7,820
+110
+1% +$3.33K 0.02% 514
2023
Q1 		$220K Sell
7,710
-40
-0.5% -$976 0.01% 590
2022
Q4 		$220K Sell
7,750
-940
-11% -$19.2K 0.01% 561
2022
Q3 		$232K Sell
8,690
-300
-3% -$7.52K 0.02% 498
2022
Q2 		$257K Buy
+8,990
New +$260K 0.02% 474
2022
Q1 		– Sell
-8,090
Closed -$331K – 593
2021
Q4 		$331K Buy
+8,090
New +$556K 0.02% 418

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 $3.37T AUM 44.26% 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

Chicago Partners Investment Group's MSTR Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Strategy Inc (MSTR) stake by 2.4% in Q2 2026, buying an estimated $60.5K and bringing the position to 17,785 shares worth $1.67M. The position accounts for 0.03% of the portfolio, ranked #424.

Chicago Partners Investment Group first reported a position in MSTR in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.85M in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Chicago Partners Investment Group held 17,785 shares of Strategy Inc worth $1.67M as of Q2 2026.
  • Chicago Partners Investment Group bought 417 Strategy Inc shares in Q2 2026, an estimated $60.5K.
  • Strategy Inc made up 0.03% of Chicago Partners Investment Group's portfolio in Q2 2026, its #424 holding.
  • Chicago Partners Investment Group first reported a position in Strategy Inc in Q4 2021 and has held it in 18 quarters since.
  • Chicago Partners Investment Group's Strategy Inc position peaked at $4.85M in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.