COMPASS FINANCIAL MANAGEMENT LLC’s Strategy Inc MSTR Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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 Q2	$71.2K	Buy	+764	New	+$111K	0.01%	616

Other funds holding MSTR

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's MSTR Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Strategy Inc (MSTR) in Q2 2026: 764 shares worth $71.2K. The stake represents 0.01% of the portfolio and ranks #616 among its holdings.

637 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 764 shares of Strategy Inc worth $71.2K as of Q2 2026.
Strategy Inc was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Strategy Inc made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #616 holding.
637 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.