Investment Partners Asset Management’s Strategy Inc MSTR Stock Holding History

Investment Partners Asset Management’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	$224K	Buy	2,572 +11	+0.4%	+$1.6K	0.12%	159
2026 Q1	$320K	Buy	2,561 +2	+0.1%	+$286	0.2%	127
2025 Q4	$389K	Hold	2,559	–	–	0.24%	112
2025 Q3	$825K	Hold	2,559	–	–	0.54%	50
2025 Q2	$1.03M	Buy	2,559 +190	+8%	+$69.2K	0.72%	38
2025 Q1	$683K	Hold	2,369	–	–	0.54%	54
2024 Q4	$686K	Sell	2,369 -231	-9%	-$69.5K	0.54%	52
2024 Q3	$438K	Hold	2,600	–	–	0.36%	89
2024 Q2	$358K	Hold	2,600	–	–	0.32%	95
2024 Q1	$443K	Buy	+2,600	New	+$237K	0.4%	79

Other funds holding MSTR

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Investment Partners Asset Management's MSTR Position: Q2 2026 in Review

Investment Partners Asset Management increased its Strategy Inc (MSTR) stake by 0.43% in Q2 2026, buying an estimated $1.6K and bringing the position to 2,572 shares worth $224K. The position accounts for 0.12% of the portfolio, ranked #159.

Investment Partners Asset Management first reported a position in MSTR in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.03M in Q2 2025. 210 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Investment Partners Asset Management held 2,572 shares of Strategy Inc worth $224K as of Q2 2026.
Investment Partners Asset Management bought 11 Strategy Inc shares in Q2 2026, an estimated $1.6K.
Strategy Inc made up 0.12% of Investment Partners Asset Management's portfolio in Q2 2026, its #159 holding.
Investment Partners Asset Management first reported a position in Strategy Inc in Q1 2024 and has held it in 10 quarters since.
Investment Partners Asset Management's Strategy Inc position peaked at $1.03M in Q2 2025.
210 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.