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Curran Financial Partners’s Strategy Inc MSTR Stock Holding History

Curran Financial 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 		$235K Buy
2,699
+15
+0.6% +$2.18K 0.03% 124
2026
Q1 		$335K Sell
2,684
-1
-0% -$143 0.06% 96
2025
Q4 		$408K Hold
2,685
– – 0.08% 91
2025
Q3 		$865K Buy
2,685
+5
+0.2% +$1.85K 0.17% 72
2025
Q2 		$1.08M Sell
2,680
-49
-2% -$17.8K 0.24% 57
2025
Q1 		$787K Hold
2,729
– – 0.19% 54
2024
Q4 		$790K Buy
2,729
+641
+31% +$193K 0.21% 54
2024
Q3 		$352K Buy
2,088
+318
+18% +$45.5K 0.1% 71
2024
Q2 		$244K Buy
1,770
+480
+37% +$69.2K 0.08% 77
2024
Q1 		$220K Buy
+1,290
New +$118K 0.08% 79

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

Curran Financial Partners's MSTR Position: Q2 2026 in Review

Curran Financial Partners increased its Strategy Inc (MSTR) stake by 0.56% in Q2 2026, buying an estimated $2.18K and bringing the position to 2,699 shares worth $235K. The position accounts for 0.03% of the portfolio, ranked #124.

Curran Financial Partners first reported a position in MSTR in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.08M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Curran Financial Partners held 2,699 shares of Strategy Inc worth $235K as of Q2 2026.
  • Curran Financial Partners bought 15 Strategy Inc shares in Q2 2026, an estimated $2.18K.
  • Strategy Inc made up 0.03% of Curran Financial Partners's portfolio in Q2 2026, its #124 holding.
  • Curran Financial Partners first reported a position in Strategy Inc in Q1 2024 and has held it in 10 quarters since.
  • Curran Financial Partners's Strategy Inc position peaked at $1.08M in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.