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Clear Creek Financial Management’s Strategy Inc MSTR Stock Holding History

Clear Creek Financial Management’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 		– Sell
-2,611
Closed -$326K – 665
2026
Q1 		$326K Sell
2,611
-311
-11% -$44.5K 0.03% 484
2025
Q4 		$444K Buy
2,922
+1,093
+60% +$252K 0.04% 415
2025
Q3 		$589K Buy
1,829
+354
+24% +$131K 0.05% 333
2025
Q2 		$596K Buy
1,475
+322
+28% +$117K 0.06% 321
2025
Q1 		$332K Buy
1,153
+116
+11% +$36.8K 0.03% 380
2024
Q4 		$300K Sell
1,037
-255
-20% -$76.7K 0.03% 374
2024
Q3 		$218K Buy
+1,292
New +$185K 0.02% 415

Other funds holding MSTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Clear Creek Financial Management's MSTR Position: Q2 2026 in Review

Clear Creek Financial Management sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 2,611 shares — an estimated $326K sold.

Clear Creek Financial Management first reported a position in MSTR in Q3 2024 and held it in 7 quarters. The position peaked at $596K in Q2 2025. 471 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Clear Creek Financial Management reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
  • Clear Creek Financial Management sold 2,611 Strategy Inc shares in Q2 2026, an estimated $326K.
  • Clear Creek Financial Management first reported a position in Strategy Inc in Q3 2024 and held it in 7 quarters.
  • Clear Creek Financial Management's Strategy Inc position peaked at $596K in Q2 2025.
  • 471 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.