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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
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 $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

Curran Financial Partners's MSTR Position: Q1 2026 in Review

Curran Financial Partners reduced its Strategy Inc (MSTR) stake by 0.04% in Q1 2026, selling an estimated $143 and leaving 2,684 shares worth $335K. The position accounts for 0.06% of the portfolio, ranked #96.

Curran Financial Partners first reported a position in MSTR in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.08M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Curran Financial Partners held 2,684 shares of Strategy Inc worth $335K as of Q1 2026.
  • Curran Financial Partners sold 1 Strategy Inc share in Q1 2026, an estimated $143.
  • Strategy Inc made up 0.06% of Curran Financial Partners's portfolio in Q1 2026, its #96 holding.
  • Curran Financial Partners first reported a position in Strategy Inc in Q1 2024 and has held it in 9 quarters since.
  • Curran Financial Partners's Strategy Inc position peaked at $1.08M in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Curran Financial Partners's 13F filing for Q1 2026, filed 15 Apr 2026.