Creative Financial Designs’s Strategy Inc MSTR Stock Holding History

Creative Financial Designs’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	$13.6K	Sell	157 -722	-82%	-$105K	﹤0.01%	1440
2026 Q1	$110K	Sell	879 -54	-6%	-$7.72K	0.01%	659
2025 Q4	$142K	Buy	933 +265	+40%	+$61K	0.01%	566
2025 Q3	$215K	Buy	668 +86	+15%	+$31.9K	0.01%	457
2025 Q2	$235K	Sell	582 -123	-17%	-$44.8K	0.02%	449
2025 Q1	$203K	Buy	705 +123	+21%	+$39.1K	0.02%	435
2024 Q4	$169K	Buy	582 +222	+62%	+$66.8K	0.01%	487
2024 Q3	$60.7K	Buy	360 +150	+71%	+$21.4K	0.01%	728
2024 Q2	$28.9K	Buy	210 +150	+250%	+$21.6K	﹤0.01%	909
2024 Q1	$10.2K	Hold	60	–	–	﹤0.01%	1134
2023 Q4	$3.79K	Hold	60	–	–	﹤0.01%	1320
2023 Q3	$1.97K	Buy	+60	New	+$2.26K	﹤0.01%	1344

Other funds holding MSTR

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Financial Designs's MSTR Position: Q2 2026 in Review

Creative Financial Designs reduced its Strategy Inc (MSTR) stake by 82% in Q2 2026, selling an estimated $105K and leaving 157 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1440.

Creative Financial Designs first reported a position in MSTR in Q3 2023 and has held it in 12 quarters since. The position peaked at $235K in Q2 2025. 853 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Creative Financial Designs held 157 shares of Strategy Inc worth $13.6K as of Q2 2026.
Creative Financial Designs sold 722 Strategy Inc shares in Q2 2026, an estimated $105K.
Strategy Inc made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1440 holding.
Creative Financial Designs first reported a position in Strategy Inc in Q3 2023 and has held it in 12 quarters since.
Creative Financial Designs's Strategy Inc position peaked at $235K in Q2 2025.
853 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.