Partners Wealth Management’s Strategy Inc MSTR Stock Holding History

Partners Wealth Management’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	$648K	Buy	7,460 +382	+5%	+$55.5K	0.64%	43
2026 Q1	$883K	Buy	7,078 +19	+0.3%	+$2.72K	0.91%	31
2025 Q4	$1.07M	Sell	7,059 -20	-0.3%	-$4.6K	1.12%	21
2025 Q3	$2.28M	Sell	7,079 -104	-1%	-$38.6K	2.25%	9
2025 Q2	$2.2M	Hold	7,183	–	–	2.5%	8
2025 Q1	$2.07M	Buy	7,183 +243	+4%	+$77.2K	2.35%	10
2024 Q4	$2.01M	Buy	+6,940	New	+$2.09M	2.29%	9

Other funds holding MSTR

ETC

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

OIAM

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

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

VIPI

Vista Investment Partners II Richmond, Indiana $255M AUM 32.07% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

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

Partners Wealth Management increased its Strategy Inc (MSTR) stake by 5.4% in Q2 2026, buying an estimated $55.5K and bringing the position to 7,460 shares worth $648K. The position accounts for 0.64% of the portfolio, ranked #43.

Partners Wealth Management first reported a position in MSTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.28M in Q3 2025. 176 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Partners Wealth Management held 7,460 shares of Strategy Inc worth $648K as of Q2 2026.
Partners Wealth Management bought 382 Strategy Inc shares in Q2 2026, an estimated $55.5K.
Strategy Inc made up 0.64% of Partners Wealth Management's portfolio in Q2 2026, its #43 holding.
Partners Wealth Management first reported a position in Strategy Inc in Q4 2024 and has held it in 7 quarters since.
Partners Wealth Management's Strategy Inc position peaked at $2.28M in Q3 2025.
176 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.