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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
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Financial Designs's MSTR Position: Q1 2026 in Review

Creative Financial Designs reduced its Strategy Inc (MSTR) stake by 5.8% in Q1 2026, selling an estimated $7.72K and leaving 879 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #659.

Creative Financial Designs first reported a position in MSTR in Q3 2023 and has held it in 11 quarters since. The position peaked at $235K in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Creative Financial Designs held 879 shares of Strategy Inc worth $110K as of Q1 2026.
  • Creative Financial Designs sold 54 Strategy Inc shares in Q1 2026, an estimated $7.72K.
  • Strategy Inc made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #659 holding.
  • Creative Financial Designs first reported a position in Strategy Inc in Q3 2023 and has held it in 11 quarters since.
  • Creative Financial Designs's Strategy Inc position peaked at $235K in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.