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Cornerstone Financial Management’s Strategy Inc MSTR Stock Holding History

Cornerstone 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 		$7.04K Buy
81
+32
+65% +$4.64K 0.01% 547
2026
Q1 		$6.12K Buy
49
+37
+308% +$5.29K 0.01% 422
2025
Q4 		$1.82K Buy
+12
New +$2.76K ﹤0.01% 718

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

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

Cornerstone Financial Management increased its Strategy Inc (MSTR) stake by 65% in Q2 2026, buying an estimated $4.64K and bringing the position to 81 shares worth $7.04K. The position accounts for 0.01% of the portfolio, ranked #547.

Cornerstone Financial Management first reported a position in MSTR in Q4 2025 and has held it in 3 quarters since. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Cornerstone Financial Management held 81 shares of Strategy Inc worth $7.04K as of Q2 2026.
  • Cornerstone Financial Management bought 32 Strategy Inc shares in Q2 2026, an estimated $4.64K.
  • Strategy Inc made up 0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #547 holding.
  • Cornerstone Financial Management first reported a position in Strategy Inc in Q4 2025 and has held it in 3 quarters since.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

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