Creative Planning
MSTR icon

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
2024
Q3 		– Sell
-2,000
Closed -$32.9K – 3271
2024
Q2 		$32.9K Buy
+2,000
New +$288K ﹤0.01% 2955
2023
Q4 		– Sell
-3,000
Closed -$2.79K – 2960
2023
Q3 		$2.79K Buy
+3,000
New +$113K ﹤0.01% 2783

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
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.