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Godfrey Financial Associates’s Strategy Inc MSTR Stock Holding History

Godfrey Financial Associates’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 		$261 Hold
3
– – ﹤0.01% 977
2026
Q1 		$374 Hold
3
– – ﹤0.01% 923
2025
Q4 		$456 Buy
+3
New +$691 ﹤0.01% 867

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Vanguard Portfolio Management
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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

Godfrey Financial Associates's MSTR Position: Q2 2026 in Review

Godfrey Financial Associates held its Strategy Inc (MSTR) position steady in Q2 2026 at 3 shares worth $261. The position accounts for ﹤0.01% of the portfolio, ranked #977.

Godfrey Financial Associates first reported a position in MSTR in Q4 2025 and has held it in 3 quarters since. The position peaked at $456 in Q4 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Godfrey Financial Associates held 3 shares of Strategy Inc worth $261 as of Q2 2026.
  • Godfrey Financial Associates left its Strategy Inc share count unchanged in Q2 2026.
  • Strategy Inc made up ﹤0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #977 holding.
  • Godfrey Financial Associates first reported a position in Strategy Inc in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's Strategy Inc position peaked at $456 in Q4 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.