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Destiny Wealth Partners’s Strategy Inc MSTR Stock Holding History

Destiny 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 		– Sell
-772
Closed -$96.3K – 748
2026
Q1 		$96.3K Buy
+772
New +$110K 0.01% 347
2025
Q4 		– Sell
-890
Closed -$287K – 219
2025
Q3 		$287K Sell
890
-40
-4% -$14.8K 0.04% 170
2025
Q2 		$376K Buy
930
+130
+16% +$47.4K 0.05% 140
2025
Q1 		$231K Hold
800
– – 0.04% 149
2024
Q4 		$232K Buy
+800
New +$241K 0.04% 150
2023
Q1 		– Sell
-80
Closed -$1.13K – 458
2022
Q4 		$1.13K Buy
+80
New +$1.64K ﹤0.01% 639

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

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

Destiny Wealth Partners sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 772 shares — an estimated $96.3K sold.

Destiny Wealth Partners first reported a position in MSTR in Q4 2022 and held it in 6 quarters. The position peaked at $376K in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Destiny Wealth Partners reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
  • Destiny Wealth Partners sold 772 Strategy Inc shares in Q2 2026, an estimated $96.3K.
  • Destiny Wealth Partners first reported a position in Strategy Inc in Q4 2022 and held it in 6 quarters.
  • Destiny Wealth Partners's Strategy Inc position peaked at $376K in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.