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Miller Capital Partners’s Strategy Inc MSTR Stock Holding History

Miller Capital 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 		$135K Sell
1,555
-141
-8% -$20.5K 0.05% 133
2026
Q1 		$212K Hold
1,696
– – 0.1% 112
2025
Q4 		$258K Buy
+1,696
New +$390K 0.13% 105

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Vanguard Portfolio Management
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Vanguard Capital Management
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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

Miller Capital Partners's MSTR Position: Q2 2026 in Review

Miller Capital Partners reduced its Strategy Inc (MSTR) stake by 8.3% in Q2 2026, selling an estimated $20.5K and leaving 1,555 shares worth $135K. The position accounts for 0.05% of the portfolio, ranked #133.

Miller Capital Partners first reported a position in MSTR in Q4 2025 and has held it in 3 quarters since. The position peaked at $258K in Q4 2025. 848 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Miller Capital Partners held 1,555 shares of Strategy Inc worth $135K as of Q2 2026.
  • Miller Capital Partners sold 141 Strategy Inc shares in Q2 2026, an estimated $20.5K.
  • Strategy Inc made up 0.05% of Miller Capital Partners's portfolio in Q2 2026, its #133 holding.
  • Miller Capital Partners first reported a position in Strategy Inc in Q4 2025 and has held it in 3 quarters since.
  • Miller Capital Partners's Strategy Inc position peaked at $258K in Q4 2025.
  • 848 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Miller Capital Partners's 13F filing for Q2 2026, filed 12 Aug 2026.