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MSTR icon

&Partners’s Strategy Inc MSTR Stock Holding History

&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 		$448K Sell
5,153
-292
-5% -$42.4K ﹤0.01% 1893
2026
Q1 		$679K Sell
5,445
-454
-8% -$64.9K ﹤0.01% 1523
2025
Q4 		$895K Buy
5,899
+357
+6% +$82.2K ﹤0.01% 1289
2025
Q3 		$1.79M Buy
5,542
+921
+20% +$342K 0.01% 812
2025
Q2 		$1.87M Buy
4,621
+1,151
+33% +$419K 0.01% 699
2025
Q1 		$1M Buy
3,470
+965
+39% +$306K 0.01% 828
2024
Q4 		$930K Buy
+2,505
New +$754K 0.01% 798

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

&Partners's MSTR Position: Q2 2026 in Review

&Partners reduced its Strategy Inc (MSTR) stake by 5.4% in Q2 2026, selling an estimated $42.4K and leaving 5,153 shares worth $448K. The position accounts for ﹤0.01% of the portfolio, ranked #1893.

&Partners first reported a position in MSTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.87M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • &Partners held 5,153 shares of Strategy Inc worth $448K as of Q2 2026.
  • &Partners sold 292 Strategy Inc shares in Q2 2026, an estimated $42.4K.
  • Strategy Inc made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1893 holding.
  • &Partners first reported a position in Strategy Inc in Q4 2024 and has held it in 7 quarters since.
  • &Partners's Strategy Inc position peaked at $1.87M in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.