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 $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 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.