GPFA
MSTR icon

Game Plan Financial Advisors’s Strategy Inc MSTR Stock Holding History

Game Plan Financial Advisors’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 		$13.9K Buy
+160
New +$23.2K 0.01% 220
2025
Q4 		– Sell
-88
Closed -$28.4K – 375
2025
Q3 		$28.4K Hold
88
– – 0.01% 172
2025
Q2 		$35.6K Hold
88
– – 0.02% 158
2025
Q1 		$25.4K Sell
88
-40
-31% -$12.7K 0.01% 166
2024
Q4 		$37.5K Buy
+128
New +$38.5K 0.02% 150

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

Game Plan Financial Advisors's MSTR Position: Q2 2026 in Review

Game Plan Financial Advisors opened a new position in Strategy Inc (MSTR) in Q2 2026: 160 shares worth $13.9K. The stake represents 0.01% of the portfolio and ranks #220 among its holdings. This is a return to the name: Game Plan Financial Advisors previously reported a position in MSTR as recently as Q3 2025.

Game Plan Financial Advisors first reported a position in MSTR in Q4 2024 and has held it in 5 quarters since. The position peaked at $37.5K in Q4 2024. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Game Plan Financial Advisors held 160 shares of Strategy Inc worth $13.9K as of Q2 2026.
  • Strategy Inc was a new Game Plan Financial Advisors position in Q2 2026.
  • Strategy Inc made up 0.01% of Game Plan Financial Advisors's portfolio in Q2 2026, its #220 holding.
  • Game Plan Financial Advisors first reported a position in Strategy Inc in Q4 2024 and has held it in 5 quarters since.
  • Game Plan Financial Advisors's Strategy Inc position peaked at $37.5K in Q4 2024.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Game Plan Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.