Kerr Financial Planning’s Strategy Inc MSTR Stock Holding History

Kerr Financial Planning’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	–	Sell	-1	Closed	-$110	–	527
2025 Q4	$110	Hold	1	–	–	﹤0.01%	494
2025 Q3	$198	Buy	+1	New	+$371	﹤0.01%	547

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Kerr Financial Planning's MSTR Position: Q1 2026 in Review

Kerr Financial Planning sold out of Strategy Inc (MSTR) in Q1 2026, closing a stake of 1 share — an estimated $110 sold.

Kerr Financial Planning first reported a position in MSTR in Q3 2025 and held it in 2 quarters. The position peaked at $198 in Q3 2025. 941 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

Kerr Financial Planning reported no remaining Strategy Inc position as of Q1 2026 after selling out during the quarter.
Kerr Financial Planning sold 1 Strategy Inc share in Q1 2026, an estimated $110.
Kerr Financial Planning first reported a position in Strategy Inc in Q3 2025 and held it in 2 quarters.
Kerr Financial Planning's Strategy Inc position peaked at $198 in Q3 2025.
941 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Kerr Financial Planning's 13F filing for Q1 2026, filed 29 Apr 2026.