LifeSteps Financial’s Strategy Inc MSTR Stock Holding History

LifeSteps Financial’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	$13.3K	Buy	+153	New	+$22.2K	0.01%	364

Other funds holding MSTR

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

ETC

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

OIAM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

STAS

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

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 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

LifeSteps Financial's MSTR Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Strategy Inc (MSTR) in Q2 2026: 153 shares worth $13.3K. The stake represents 0.01% of the portfolio and ranks #364 among its holdings.

287 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

LifeSteps Financial held 153 shares of Strategy Inc worth $13.3K as of Q2 2026.
Strategy Inc was a new LifeSteps Financial position in Q2 2026.
Strategy Inc made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #364 holding.
287 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.