Cyndeo Wealth Partners’s Strategy Inc MSTR Stock Holding History

Cyndeo 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	$245K	Sell	2,823 -186	-6%	-$27K	0.01%	465
2026 Q1	$376K	Buy	3,009 +267	+10%	+$38.2K	0.02%	372
2025 Q4	$417K	Sell	2,742 -1,303	-32%	-$300K	0.02%	348
2025 Q3	$1.3M	Sell	4,045 -2,892	-42%	-$1.07M	0.07%	203
2025 Q2	$2.8M	Buy	6,937 +2,648	+62%	+$965K	0.17%	140
2025 Q1	$1.24M	Buy	4,289 +1,435	+50%	+$456K	0.08%	191
2024 Q4	$827K	Buy	+2,854	New	+$859K	0.06%	236

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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

VIPI

Vista Investment Partners II Richmond, Indiana $255M AUM 32.07% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

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

Cyndeo Wealth Partners reduced its Strategy Inc (MSTR) stake by 6.2% in Q2 2026, selling an estimated $27K and leaving 2,823 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #465.

Cyndeo Wealth Partners first reported a position in MSTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.8M in Q2 2025. 146 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Cyndeo Wealth Partners held 2,823 shares of Strategy Inc worth $245K as of Q2 2026.
Cyndeo Wealth Partners sold 186 Strategy Inc shares in Q2 2026, an estimated $27K.
Strategy Inc made up 0.01% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #465 holding.
Cyndeo Wealth Partners first reported a position in Strategy Inc in Q4 2024 and has held it in 7 quarters since.
Cyndeo Wealth Partners's Strategy Inc position peaked at $2.8M in Q2 2025.
146 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.