Focus Partners Wealth
MSTR icon

Focus Partners Wealth’s Strategy Inc MSTR Stock Holding History

Focus Partners Wealth’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 		$1.78M Sell
14,276
-8,603
-38% -$1.23M ﹤0.01% 1367
2025
Q4 		$3.48M Buy
22,879
+10,123
+79% +$2.33M ﹤0.01% 1100
2025
Q3 		$4.11M Buy
12,756
+7,625
+149% +$2.83M 0.01% 810
2025
Q2 		$2.07M Buy
5,131
+731
+17% +$266K ﹤0.01% 893
2025
Q1 		$1.27M Buy
4,400
+770
+21% +$244K ﹤0.01% 985
2024
Q4 		$1.05M Buy
3,630
+980
+37% +$295K ﹤0.01% 1045
2024
Q3 		$431K Buy
+2,650
New +$379K ﹤0.01% 1198
2024
Q2 		– Sell
-1,270
Closed -$216K – 1253
2024
Q1 		$216K Buy
+1,270
New +$116K ﹤0.01% 916

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

Focus Partners Wealth's MSTR Position: Q1 2026 in Review

Focus Partners Wealth reduced its Strategy Inc (MSTR) stake by 38% in Q1 2026, selling an estimated $1.23M and leaving 14,276 shares worth $1.78M. The position accounts for ﹤0.01% of the portfolio, ranked #1367.

Focus Partners Wealth first reported a position in MSTR in Q1 2024 and has held it in 8 quarters since. The position peaked at $4.11M in Q3 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Focus Partners Wealth held 14,276 shares of Strategy Inc worth $1.78M as of Q1 2026.
  • Focus Partners Wealth sold 8,603 Strategy Inc shares in Q1 2026, an estimated $1.23M.
  • Strategy Inc made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1367 holding.
  • Focus Partners Wealth first reported a position in Strategy Inc in Q1 2024 and has held it in 8 quarters since.
  • Focus Partners Wealth's Strategy Inc position peaked at $4.11M in Q3 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.