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Global Retirement Partners’s Strategy Inc MSTR Stock Holding History

Global Retirement 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 		$1.11M Buy
+12,814
New +$1.86M 0.02% 710
2025
Q4 		$1.33M Sell
8,745
-6,109
-41% -$1.41M 0.02% 567
2025
Q3 		$4.79M Buy
14,854
+1,221
+9% +$453K 0.11% 174
2025
Q2 		$5.51M Buy
+13,633
New +$4.97M 0.14% 144
2024
Q4 		$4.3M Sell
14,832
-452
-3% -$136K 0.12% 165
2024
Q3 		$2.58M Sell
15,284
-7,656
-33% -$1.09M 0.08% 243
2024
Q2 		$3.16M Buy
22,940
+16,800
+274% +$2.42M 0.1% 196
2024
Q1 		$1.05M Buy
6,140
+2,680
+77% +$244K 0.04% 352
2023
Q4 		$167K Buy
+3,460
New +$164K 0.01% 831
2023
Q3 		– Sell
-220
Closed -$7.53K – 3311
2023
Q2 		$7.53K Hold
220
– – ﹤0.01% 2068
2023
Q1 		$6.69K Sell
220
-50
-19% -$1.22K ﹤0.01% 2071
2022
Q4 		$3.82K Sell
270
-10
-4% -$204 ﹤0.01% 2117
2022
Q3 		$7K Hold
280
– – ﹤0.01% 1819
2022
Q2 		$5K Hold
280
– – ﹤0.01% 1898
2022
Q1 		$5K Buy
+280
New +$12.1K ﹤0.01% 1897

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

Global Retirement Partners's MSTR Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Strategy Inc (MSTR) in Q2 2026: 12,814 shares worth $1.11M. The stake represents 0.02% of the portfolio and ranks #710 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in MSTR as recently as Q4 2025.

Global Retirement Partners first reported a position in MSTR in Q1 2022 and has held it in 15 quarters since. The position peaked at $5.51M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Global Retirement Partners held 12,814 shares of Strategy Inc worth $1.11M as of Q2 2026.
  • Strategy Inc was a new Global Retirement Partners position in Q2 2026.
  • Strategy Inc made up 0.02% of Global Retirement Partners's portfolio in Q2 2026, its #710 holding.
  • Global Retirement Partners first reported a position in Strategy Inc in Q1 2022 and has held it in 15 quarters since.
  • Global Retirement Partners's Strategy Inc position peaked at $5.51M in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.