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Concord Wealth Partners’s Strategy Inc MSTR Stock Holding History

Concord Wealth 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
Q2 		$1.56K Buy
+18
New +$2.61K ﹤0.01% 754
2026
Q1 		– Sell
-18
Closed -$2.73K – 574
2025
Q4 		$2.73K Hold
18
– – ﹤0.01% 684
2025
Q3 		$5.8K Buy
18
+8
+80% +$2.97K ﹤0.01% 597
2025
Q2 		$4.04K Hold
10
– – ﹤0.01% 658
2025
Q1 		$2.88K Hold
10
– – ﹤0.01% 650
2024
Q4 		$2.9K Sell
10
-74
-88% -$22.3K ﹤0.01% 672
2024
Q3 		$14.1K Buy
84
+4
+5% +$572 ﹤0.01% 516
2024
Q2 		$11.5K Hold
80
– – ﹤0.01% 494
2024
Q1 		$14.3K Buy
+80
New +$7.29K ﹤0.01% 535

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

Concord Wealth Partners's MSTR Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Strategy Inc (MSTR) in Q2 2026: 18 shares worth $1.56K. The stake represents ﹤0.01% of the portfolio and ranks #754 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in MSTR as recently as Q4 2025.

Concord Wealth Partners first reported a position in MSTR in Q1 2024 and has held it in 9 quarters since. The position peaked at $14.3K in Q1 2024. 850 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Concord Wealth Partners held 18 shares of Strategy Inc worth $1.56K as of Q2 2026.
  • Strategy Inc was a new Concord Wealth Partners position in Q2 2026.
  • Strategy Inc made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #754 holding.
  • Concord Wealth Partners first reported a position in Strategy Inc in Q1 2024 and has held it in 9 quarters since.
  • Concord Wealth Partners's Strategy Inc position peaked at $14.3K in Q1 2024.
  • 850 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.