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Compass Financial Management’s Strategy Inc MSTR Stock Holding History

Compass 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 		$71.2K Buy
+764
New +$111K 0.01% 616

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

Compass Financial Management's MSTR Position: Q2 2026 in Review

Compass Financial Management 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.

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

  • Compass Financial Management held 764 shares of Strategy Inc worth $71.2K as of Q2 2026.
  • Strategy Inc was a new Compass Financial Management position in Q2 2026.
  • Strategy Inc made up 0.01% of Compass Financial Management's portfolio in Q2 2026, its #616 holding.
  • 802 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.