Pinnacle Wealth Planning Services’s Strategy Inc MSTR Stock Holding History

Pinnacle Wealth Planning Services’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	$70.3K	Buy	563 +171	+44%	+$24.4K	0.01%	1005
2025 Q4	$59.6K	Buy	+392	New	+$90.2K	0.01%	1083
2025 Q3	–	Sell	-528	Closed	-$213K	–	501
2025 Q2	$213K	Buy	+528	New	+$192K	0.03%	403
2024 Q4	–	Sell	-1,244	Closed	-$210K	–	502
2024 Q3	$210K	Buy	+1,244	New	+$178K	0.03%	448
2024 Q2	–	Sell	-2,170	Closed	-$370K	–	538
2024 Q1	$370K	Buy	+2,170	New	+$198K	0.05%	245
2021 Q1	–	Sell	-120	Closed	-$5K	–	1340
2020 Q4	$5K	Buy	+120	New	+$2.8K	﹤0.01%	1669

Other funds holding MSTR

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Pinnacle Wealth Planning Services's MSTR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Strategy Inc (MSTR) stake by 44% in Q1 2026, buying an estimated $24.4K and bringing the position to 563 shares worth $70.3K. The position accounts for 0.01% of the portfolio, ranked #1005.

Pinnacle Wealth Planning Services first reported a position in MSTR in Q4 2020 and has held it in 6 quarters since. The position peaked at $370K in Q1 2024. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

Pinnacle Wealth Planning Services held 563 shares of Strategy Inc worth $70.3K as of Q1 2026.
Pinnacle Wealth Planning Services bought 171 Strategy Inc shares in Q1 2026, an estimated $24.4K.
Strategy Inc made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1005 holding.
Pinnacle Wealth Planning Services first reported a position in Strategy Inc in Q4 2020 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's Strategy Inc position peaked at $370K in Q1 2024.
937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.