PFS Partners’s Strategy Inc MSTR Stock Holding History

PFS 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	–	Sell	-21	Closed	-$2.62K	–	611
2026 Q1	$2.62K	Hold	21	–	–	﹤0.01%	499
2025 Q4	$3.19K	Hold	21	–	–	﹤0.01%	475
2025 Q3	$6.77K	Hold	21	–	–	﹤0.01%	392
2025 Q2	$8.49K	Buy	+21	New	+$7.65K	﹤0.01%	332

Other funds holding MSTR

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PFS Partners's MSTR Position: Q2 2026 in Review

PFS Partners sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 21 shares — an estimated $2.62K sold.

PFS Partners first reported a position in MSTR in Q2 2025 and held it in 4 quarters. The position peaked at $8.49K in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

PFS Partners reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
PFS Partners sold 21 Strategy Inc shares in Q2 2026, an estimated $2.62K.
PFS Partners first reported a position in Strategy Inc in Q2 2025 and held it in 4 quarters.
PFS Partners's Strategy Inc position peaked at $8.49K in Q2 2025.
851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.