Golden State Equity Partners’s Strategy Inc MSTR Stock Holding History

Golden State Equity 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 Q3	$121K	Buy	+792	New	+$91.6K	0.01%	822
2026 Q2	–	Sell	-706	Closed	-$88.1K	–	1201
2026 Q1	$88.1K	Buy	+706	New	+$101K	0.01%	763
2021 Q4	–	Sell	-5,480	Closed	-$317K	–	223
2021 Q3	$317K	Sell	5,480 -800	-13%	-$51.3K	0.13%	158
2021 Q2	$417K	Buy	+6,280	New	+$371K	0.16%	142
2021 Q1	–	Sell	-5,980	Closed	-$232K	–	193
2020 Q4	$232K	Buy	+5,980	New	+$140K	0.16%	147

Other funds holding MSTR

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Golden State Equity Partners's MSTR Position: Q3 2026 in Review

Golden State Equity Partners opened a new position in Strategy Inc (MSTR) in Q3 2026: 792 shares worth $121K. The stake represents 0.01% of the portfolio and ranks #822 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in MSTR as recently as Q1 2026.

Golden State Equity Partners first reported a position in MSTR in Q4 2020 and has held it in 5 quarters since. The position peaked at $417K in Q2 2021. 733 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

Golden State Equity Partners held 792 shares of Strategy Inc worth $121K as of Q3 2026.
Strategy Inc was a new Golden State Equity Partners position in Q3 2026.
Strategy Inc made up 0.01% of Golden State Equity Partners's portfolio in Q3 2026, its #822 holding.
Golden State Equity Partners first reported a position in Strategy Inc in Q4 2020 and has held it in 5 quarters since.
Golden State Equity Partners's Strategy Inc position peaked at $417K in Q2 2021.
733 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Golden State Equity Partners's 13F filing for Q3 2026, filed 3 Nov 2026.