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 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 $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Golden State Equity Partners's MSTR Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in Strategy Inc (MSTR) in Q1 2026: 706 shares worth $88.1K. The stake represents 0.01% of the portfolio and ranks #763 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in MSTR as recently as Q3 2021.

Golden State Equity Partners first reported a position in MSTR in Q4 2020 and has held it in 4 quarters since. The position peaked at $417K in Q2 2021. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

Golden State Equity Partners held 706 shares of Strategy Inc worth $88.1K as of Q1 2026.
Strategy Inc was a new Golden State Equity Partners position in Q1 2026.
Strategy Inc made up 0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #763 holding.
Golden State Equity Partners first reported a position in Strategy Inc in Q4 2020 and has held it in 4 quarters since.
Golden State Equity Partners's Strategy Inc position peaked at $417K in Q2 2021.
937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.