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Essential Investment Partners’s Strategy Inc MSTR Stock Holding History

Essential Investment 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 		$435 Hold
5
– – ﹤0.01% 279
2026
Q1 		$624 Hold
5
– – ﹤0.01% 266
2025
Q4 		$760 Buy
+5
New +$1.15K ﹤0.01% 250

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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
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

Essential Investment Partners's MSTR Position: Q2 2026 in Review

Essential Investment Partners held its Strategy Inc (MSTR) position steady in Q2 2026 at 5 shares worth $435. The position accounts for ﹤0.01% of the portfolio, ranked #279.

Essential Investment Partners first reported a position in MSTR in Q4 2025 and has held it in 3 quarters since. The position peaked at $760 in Q4 2025. 168 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Essential Investment Partners held 5 shares of Strategy Inc worth $435 as of Q2 2026.
  • Essential Investment Partners left its Strategy Inc share count unchanged in Q2 2026.
  • Strategy Inc made up ﹤0.01% of Essential Investment Partners's portfolio in Q2 2026, its #279 holding.
  • Essential Investment Partners first reported a position in Strategy Inc in Q4 2025 and has held it in 3 quarters since.
  • Essential Investment Partners's Strategy Inc position peaked at $760 in Q4 2025.
  • 168 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.