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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
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
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

Financial Freedom LLC's MSTR Position: Q1 2026 in Review

Financial Freedom LLC held its Strategy Inc (MSTR) position steady in Q1 2026 at 115 shares worth $14.4K. The position accounts for 0.01% of the portfolio, ranked #269.

Financial Freedom LLC first reported a position in MSTR in Q3 2025 and has held it in 3 quarters since. The position peaked at $37.1K in Q3 2025. 938 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Financial Freedom LLC held 115 shares of Strategy Inc worth $14.4K as of Q1 2026.
  • Financial Freedom LLC left its Strategy Inc share count unchanged in Q1 2026.
  • Strategy Inc made up 0.01% of Financial Freedom LLC's portfolio in Q1 2026, its #269 holding.
  • Financial Freedom LLC first reported a position in Strategy Inc in Q3 2025 and has held it in 3 quarters since.
  • Financial Freedom LLC's Strategy Inc position peaked at $37.1K in Q3 2025.
  • 938 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.