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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
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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

&Partners's MSTR Position: Q1 2026 in Review

&Partners reduced its Strategy Inc (MSTR) stake by 7.7% in Q1 2026, selling an estimated $64.9K and leaving 5,445 shares worth $679K. The position accounts for ﹤0.01% of the portfolio, ranked #1523.

&Partners first reported a position in MSTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.87M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • &Partners held 5,445 shares of Strategy Inc worth $679K as of Q1 2026.
  • &Partners sold 454 Strategy Inc shares in Q1 2026, an estimated $64.9K.
  • Strategy Inc made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1523 holding.
  • &Partners first reported a position in Strategy Inc in Q4 2024 and has held it in 6 quarters since.
  • &Partners's Strategy Inc position peaked at $1.87M in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.