Curated Wealth Partners’s Strategy Inc MSTR Stock Holding History

Curated Wealth Partners’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 Q2	$647K	Buy	+15,883	New	+$2.31M	0.08%	216

Other funds holding MSTR

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Curated Wealth Partners's MSTR Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Strategy Inc (MSTR) in Q2 2026: 15,883 shares worth $647K. The stake represents 0.08% of the portfolio and ranks #216 among its holdings.

219 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Curated Wealth Partners held 15,883 shares of Strategy Inc worth $647K as of Q2 2026.
Strategy Inc was a new Curated Wealth Partners position in Q2 2026.
Strategy Inc made up 0.08% of Curated Wealth Partners's portfolio in Q2 2026, its #216 holding.
219 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.