Core Wealth Partners’s Strategy Inc MSTR Stock Holding History

Core 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	$559K	Buy	6,435 +213	+3%	+$30.9K	0.24%	96
2026 Q1	$777K	Sell	6,222 -20	-0.3%	-$2.86K	0.36%	69
2025 Q4	$948K	Sell	6,242 -128	-2%	-$29.5K	0.43%	58
2025 Q3	$2.05M	Buy	6,370 +260	+4%	+$96.5K	0.94%	34
2025 Q2	$2.47M	Buy	6,110 +85	+1%	+$31K	1.25%	20
2025 Q1	$1.74M	Buy	6,025 +100	+2%	+$31.8K	1.01%	27
2024 Q4	$1.72M	Buy	5,925 +525	+10%	+$158K	0.98%	24
2024 Q3	$910K	Buy	5,400 +700	+15%	+$100K	0.55%	50
2024 Q2	$647K	Buy	+4,700	New	+$677K	0.44%	53

Other funds holding MSTR

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

VIPI

Vista Investment Partners II Richmond, Indiana $255M AUM 32.07% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

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

Core Wealth Partners increased its Strategy Inc (MSTR) stake by 3.4% in Q2 2026, buying an estimated $30.9K and bringing the position to 6,435 shares worth $559K. The position accounts for 0.24% of the portfolio, ranked #96.

Core Wealth Partners first reported a position in MSTR in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.47M in Q2 2025. 194 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Core Wealth Partners held 6,435 shares of Strategy Inc worth $559K as of Q2 2026.
Core Wealth Partners bought 213 Strategy Inc shares in Q2 2026, an estimated $30.9K.
Strategy Inc made up 0.24% of Core Wealth Partners's portfolio in Q2 2026, its #96 holding.
Core Wealth Partners first reported a position in Strategy Inc in Q2 2024 and has held it in 9 quarters since.
Core Wealth Partners's Strategy Inc position peaked at $2.47M in Q2 2025.
194 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.