OWP
MSTR icon

ORG Wealth Partners’s Strategy Inc MSTR Stock Holding History

ORG Wealth 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 		$172 Hold
2
– – ﹤0.01% 671
2026
Q1 		$249 Hold
2
– – ﹤0.01% 634
2025
Q4 		$302 Sell
2
-33
-94% -$7.6K ﹤0.01% 587
2025
Q3 		$11.3K Hold
35
– – ﹤0.01% 453
2025
Q2 		$13.1K Buy
35
+32
+1,067% +$11.7K ﹤0.01% 471
2025
Q1 		$918 Sell
3
-172
-98% -$54.6K ﹤0.01% 708
2024
Q4 		$50.7K Buy
+175
New +$52.7K 0.02% 251

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

ORG Wealth Partners's MSTR Position: Q2 2026 in Review

ORG Wealth Partners held its Strategy Inc (MSTR) position steady in Q2 2026 at 2 shares worth $172. The position accounts for ﹤0.01% of the portfolio, ranked #671.

ORG Wealth Partners first reported a position in MSTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $50.7K in Q4 2024. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • ORG Wealth Partners held 2 shares of Strategy Inc worth $172 as of Q2 2026.
  • ORG Wealth Partners left its Strategy Inc share count unchanged in Q2 2026.
  • Strategy Inc made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #671 holding.
  • ORG Wealth Partners first reported a position in Strategy Inc in Q4 2024 and has held it in 7 quarters since.
  • ORG Wealth Partners's Strategy Inc position peaked at $50.7K in Q4 2024.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.