Creative Planning’s Strategy Inc MSTR Stock Holding History

Creative Planning’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
2025 Q4	–	Sell	-1,600	Closed	-$12.3K	–	4037
2025 Q3	$12.3K	Sell	1,600 -56,700	-97%	-$21M	﹤0.01%	3834
2025 Q2	$175K	Buy	58,300 +33,300	+133%	+$12.1M	﹤0.01%	3281
2025 Q1	$165K	Buy	25,000 +2,500	+11%	+$794K	﹤0.01%	3139
2024 Q4	$748K	Buy	+22,500	New	+$6.77M	﹤0.01%	1882
2022 Q3	–	Sell	-7,000	Closed	-$51K	–	2404
2022 Q2	$51K	Buy	+7,000	New	+$202K	﹤0.01%	2053
2021 Q2	–	Sell	-34,000	Closed	-$579K	–	2394
2021 Q1	$579K	Buy	34,000 +28,000	+467%	+$1.98M	﹤0.01%	1340
2020 Q4	$136K	Buy	+6,000	New	+$140K	﹤0.01%	1977

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 $3.37T AUM 44.26% 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 Planning's MSTR Position: Q2 2026 in Review

Creative Planning reduced its Strategy Inc (MSTR) stake by 13% in Q2 2026, selling an estimated $1.9M and leaving 86,284 shares worth $7.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

Creative Planning first reported a position in MSTR in Q2 2013 and has held it in 40 quarters since. The position peaked at $40.3M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Creative Planning held 86,284 shares of Strategy Inc worth $7.5M as of Q2 2026.
Creative Planning sold 13,090 Strategy Inc shares in Q2 2026, an estimated $1.9M.
Strategy Inc made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1091 holding.
Creative Planning first reported a position in Strategy Inc in Q2 2013 and has held it in 40 quarters since.
Creative Planning's Strategy Inc position peaked at $40.3M in Q2 2025.
852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.