Cornerstone Planning Group’s Strategy Inc MSTR Stock Holding History

Cornerstone Planning Group’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	$63.5K	Sell	635 -55	-8%	-$7.98K	0.01%	344
2026 Q1	$129K	Buy	690 +426	+161%	+$60.9K	0.02%	210
2025 Q4	$41.8K	Buy	264 +225	+577%	+$51.8K	0.01%	392
2025 Q3	$878	Sell	39 -237	-86%	-$87.9K	﹤0.01%	1346
2025 Q2	$104K	Buy	276 +10	+4%	+$3.64K	0.02%	138
2025 Q1	$92K	Buy	266 +4	+2%	+$1.27K	0.02%	152
2024 Q4	$91.2K	Buy	262 +258	+6,450%	+$77.6K	0.02%	117
2024 Q3	$1.03K	Buy	+4	New	+$572	﹤0.01%	928

Other funds holding MSTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

ETC

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

Cornerstone Planning Group's MSTR Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Strategy Inc (MSTR) stake by 8% in Q2 2026, selling an estimated $7.98K and leaving 635 shares worth $63.5K. The position accounts for 0.01% of the portfolio, ranked #344.

Cornerstone Planning Group first reported a position in MSTR in Q3 2024 and has held it in 8 quarters since. The position peaked at $129K in Q1 2026. 447 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Cornerstone Planning Group held 635 shares of Strategy Inc worth $63.5K as of Q2 2026.
Cornerstone Planning Group sold 55 Strategy Inc shares in Q2 2026, an estimated $7.98K.
Strategy Inc made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #344 holding.
Cornerstone Planning Group first reported a position in Strategy Inc in Q3 2024 and has held it in 8 quarters since.
Cornerstone Planning Group's Strategy Inc position peaked at $129K in Q1 2026.
447 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.