LPL Financial
MSTR icon

LPL Financial’s Strategy Inc MSTR Stock Holding History

LPL 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 		$235K Buy
+2,700
New +$392K ﹤0.01% 5643
2026
Q1 		– Sell
-6,100
Closed -$927K – 6094
2025
Q4 		$927K Buy
6,100
+4,900
+408% +$1.13M ﹤0.01% 4145
2025
Q3 		$387K Buy
1,200
+400
+50% +$148K ﹤0.01% 4849
2025
Q2 		$323K Buy
+800
New +$291K ﹤0.01% 4721

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LPL Financial's MSTR Position: Q2 2026 in Review

LPL Financial increased its Strategy Inc (MSTR) stake by 4.6% in Q2 2026, buying an estimated $4.71M and bringing the position to 739,642 shares worth $64.3M. The position accounts for 0.01% of the portfolio, ranked #882.

LPL Financial first reported a position in MSTR in Q4 2020 and has held it in 23 quarters since. The position peaked at $263M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • LPL Financial held 739,642 shares of Strategy Inc worth $64.3M as of Q2 2026.
  • LPL Financial bought 32,475 Strategy Inc shares in Q2 2026, an estimated $4.71M.
  • Strategy Inc made up 0.01% of LPL Financial's portfolio in Q2 2026, its #882 holding.
  • LPL Financial first reported a position in Strategy Inc in Q4 2020 and has held it in 23 quarters since.
  • LPL Financial's Strategy Inc position peaked at $263M in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.