Financial Freedom LLC’s Strategy Inc MSTR Stock Holding History

Financial Freedom LLC’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	-115	Closed	-$14.4K	–	288
2026 Q1	$14.4K	Hold	115	–	–	0.01%	269
2025 Q4	$17.5K	Hold	115	–	–	0.01%	235
2025 Q3	$37.1K	Buy	+115	New	+$42.7K	0.02%	184

Other funds holding MSTR

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Freedom LLC's MSTR Position: Q2 2026 in Review

Financial Freedom LLC sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 115 shares — an estimated $14.4K sold.

Financial Freedom LLC first reported a position in MSTR in Q3 2025 and held it in 3 quarters. The position peaked at $37.1K in Q3 2025. 853 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Financial Freedom LLC reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
Financial Freedom LLC sold 115 Strategy Inc shares in Q2 2026, an estimated $14.4K.
Financial Freedom LLC first reported a position in Strategy Inc in Q3 2025 and held it in 3 quarters.
Financial Freedom LLC's Strategy Inc position peaked at $37.1K in Q3 2025.
853 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.