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
Q2 		$1.54M Buy
17,746
+3,470
+24% +$504K ﹤0.01% 1450
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 $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

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

Focus Partners Wealth increased its Strategy Inc (MSTR) stake by 24% in Q2 2026, buying an estimated $504K and bringing the position to 17,746 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1450.

Focus Partners Wealth first reported a position in MSTR in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.11M in Q3 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Focus Partners Wealth held 17,746 shares of Strategy Inc worth $1.54M as of Q2 2026.
  • Focus Partners Wealth bought 3,470 Strategy Inc shares in Q2 2026, an estimated $504K.
  • Strategy Inc made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1450 holding.
  • Focus Partners Wealth first reported a position in Strategy Inc in Q1 2024 and has held it in 9 quarters since.
  • Focus Partners Wealth's Strategy Inc position peaked at $4.11M in Q3 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.