PDS Planning
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PDS Planning’s Strategy Inc MSTR Stock Holding History

PDS Planning’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
Q3 		$209K Buy
+1,362
New +$158K 0.01% 576
2025
Q3 		– Sell
-541
Closed -$219K – 555
2025
Q2 		$219K Buy
+541
New +$197K 0.02% 454

Other funds holding MSTR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

PDS Planning's MSTR Position: Q3 2026 in Review

PDS Planning opened a new position in Strategy Inc (MSTR) in Q3 2026: 1,362 shares worth $209K. The stake represents 0.01% of the portfolio and ranks #576 among its holdings. This is a return to the name: PDS Planning previously reported a position in MSTR as recently as Q2 2025.

PDS Planning first reported a position in MSTR in Q2 2025 and has held it in 2 quarters since. The position peaked at $219K in Q2 2025. 515 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • PDS Planning held 1,362 shares of Strategy Inc worth $209K as of Q3 2026.
  • Strategy Inc was a new PDS Planning position in Q3 2026.
  • Strategy Inc made up 0.01% of PDS Planning's portfolio in Q3 2026, its #576 holding.
  • PDS Planning first reported a position in Strategy Inc in Q2 2025 and has held it in 2 quarters since.
  • PDS Planning's Strategy Inc position peaked at $219K in Q2 2025.
  • 515 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on PDS Planning's 13F filing for Q3 2026, filed 3 Nov 2026.