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 $427B AUM 29.17% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's MSTR Position: Q1 2026 in Review

Creative Planning increased its Strategy Inc (MSTR) stake by 31% in Q1 2026, buying an estimated $3.39M and bringing the position to 99,374 shares worth $12.4M. The position accounts for 0.01% of the portfolio, ranked #596.

Creative Planning first reported a position in MSTR in Q2 2013 and has held it in 39 quarters since. The position peaked at $40.3M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

Creative Planning held 99,374 shares of Strategy Inc worth $12.4M as of Q1 2026.
Creative Planning bought 23,722 Strategy Inc shares in Q1 2026, an estimated $3.39M.
Strategy Inc made up 0.01% of Creative Planning's portfolio in Q1 2026, its #596 holding.
Creative Planning first reported a position in Strategy Inc in Q2 2013 and has held it in 39 quarters since.
Creative Planning's Strategy Inc position peaked at $40.3M in Q2 2025.
937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.