Highline Wealth Partners’s Strategy Inc MSTR Stock Holding History

Highline Wealth 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	$3.22K	Buy	37 +3	+9%	+$435	﹤0.01%	990
2026 Q1	$4.24K	Hold	34	–	–	﹤0.01%	781
2025 Q4	$5.17K	Sell	34 -29	-46%	-$6.68K	﹤0.01%	545
2025 Q3	$20.3K	Buy	63 +5	+9%	+$1.85K	0.01%	273
2025 Q2	$23.4K	Buy	58 +11	+23%	+$4.01K	0.01%	204
2025 Q1	$13.5K	Buy	47 +9	+24%	+$2.86K	﹤0.01%	257
2024 Q4	$11K	Buy	38 +8	+27%	+$2.41K	﹤0.01%	238
2024 Q3	$5.06K	Buy	+30	New	+$4.29K	﹤0.01%	336

Other funds holding MSTR

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

VIPI

Vista Investment Partners II Richmond, Indiana $255M AUM 32.07% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Highline Wealth Partners's MSTR Position: Q2 2026 in Review

Highline Wealth Partners increased its Strategy Inc (MSTR) stake by 8.8% in Q2 2026, buying an estimated $435 and bringing the position to 37 shares worth $3.22K. The position accounts for ﹤0.01% of the portfolio, ranked #990.

Highline Wealth Partners first reported a position in MSTR in Q3 2024 and has held it in 8 quarters since. The position peaked at $23.4K in Q2 2025. 134 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Highline Wealth Partners held 37 shares of Strategy Inc worth $3.22K as of Q2 2026.
Highline Wealth Partners bought 3 Strategy Inc shares in Q2 2026, an estimated $435.
Strategy Inc made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #990 holding.
Highline Wealth Partners first reported a position in Strategy Inc in Q3 2024 and has held it in 8 quarters since.
Highline Wealth Partners's Strategy Inc position peaked at $23.4K in Q2 2025.
134 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.