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Plante Moran Financial Advisors’s Strategy Inc MSTR Stock Holding History

Plante Moran Financial Advisors’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 		$174 Buy
+2
New +$290 ﹤0.01% 1487
2026
Q1 		– Sell
-20
Closed -$3.04K – 830
2025
Q4 		$3.04K Hold
20
– – ﹤0.01% 693
2025
Q3 		$6.44K Hold
20
– – ﹤0.01% 592
2025
Q2 		$8.09K Sell
20
-49
-71% -$17.8K ﹤0.01% 590
2025
Q1 		$19.9K Hold
69
– – ﹤0.01% 485
2024
Q4 		$20K Buy
69
+29
+73% +$8.73K ﹤0.01% 486
2024
Q3 		$6.74K Buy
40
+20
+100% +$2.86K ﹤0.01% 648
2024
Q2 		$2.75K Buy
+20
New +$2.88K ﹤0.01% 693
2020
Q4 		– Sell
-250
Closed -$4K – 946
2020
Q3 		$4K Buy
+250
New +$3.38K ﹤0.01% 719

Other funds holding MSTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Plante Moran Financial Advisors's MSTR Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Strategy Inc (MSTR) in Q2 2026: 2 shares worth $174. The stake represents ﹤0.01% of the portfolio and ranks #1487 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in MSTR as recently as Q4 2025.

Plante Moran Financial Advisors first reported a position in MSTR in Q3 2020 and has held it in 9 quarters since. The position peaked at $20K in Q4 2024. 434 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Plante Moran Financial Advisors held 2 shares of Strategy Inc worth $174 as of Q2 2026.
  • Strategy Inc was a new Plante Moran Financial Advisors position in Q2 2026.
  • Strategy Inc made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1487 holding.
  • Plante Moran Financial Advisors first reported a position in Strategy Inc in Q3 2020 and has held it in 9 quarters since.
  • Plante Moran Financial Advisors's Strategy Inc position peaked at $20K in Q4 2024.
  • 434 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.