Peak Planning Group’s Strategy Inc MSTR Stock Holding History

Peak Planning Group’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
2025 Q2	–	Sell	-852	Closed	-$246K	–	118
2025 Q1	$246K	Hold	852	–	–	0.1%	107
2024 Q4	$247K	Buy	+852	New	+$256K	0.1%	102

Other funds holding MSTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Peak Planning Group's MSTR Position: Q2 2025 in Review

Peak Planning Group sold out of Strategy Inc (MSTR) in Q2 2025, closing a stake of 852 shares — an estimated $246K sold.

Peak Planning Group first reported a position in MSTR in Q4 2024 and held it in 2 quarters. The position peaked at $247K in Q4 2024. 1,158 funds tracked by Wall St. Rank hold MSTR as of Q2 2025.

Peak Planning Group reported no remaining Strategy Inc position as of Q2 2025 after selling out during the quarter.
Peak Planning Group sold 852 Strategy Inc shares in Q2 2025, an estimated $246K.
Peak Planning Group first reported a position in Strategy Inc in Q4 2024 and held it in 2 quarters.
Peak Planning Group's Strategy Inc position peaked at $247K in Q4 2024.
1,158 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2025.

Based on Peak Planning Group's 13F filing for Q2 2025, filed 24 Jun 2026.