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 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 $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Golden State Equity Partners's MSTR Position: Q2 2026 in Review

Golden State Equity Partners sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 706 shares — an estimated $88.1K sold.

Golden State Equity Partners first reported a position in MSTR in Q4 2020 and held it in 4 quarters. The position peaked at $417K in Q2 2021. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Golden State Equity Partners reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 706 Strategy Inc shares in Q2 2026, an estimated $88.1K.
Golden State Equity Partners first reported a position in Strategy Inc in Q4 2020 and held it in 4 quarters.
Golden State Equity Partners's Strategy Inc position peaked at $417K in Q2 2021.
852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.