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Freestone Grove Partners’s Strategy Inc MSTR Stock Holding History

Freestone Grove 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 		$267K Buy
+3,069
New +$445K ﹤0.01% 776

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Vanguard Portfolio Management
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Vanguard Capital Management
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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

Freestone Grove Partners's MSTR Position: Q2 2026 in Review

Freestone Grove Partners opened a new position in Strategy Inc (MSTR) in Q2 2026: 3,069 shares worth $267K. The stake represents ﹤0.01% of the portfolio and ranks #776 among its holdings.

851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Freestone Grove Partners held 3,069 shares of Strategy Inc worth $267K as of Q2 2026.
  • Strategy Inc was a new Freestone Grove Partners position in Q2 2026.
  • Strategy Inc made up ﹤0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #776 holding.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.