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PlanVest Financial’s Strategy Inc MSTR Stock Holding History

PlanVest Financial’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 		$83.9K Buy
965
+199
+26% +$28.9K 0.06% 172
2026
Q1 		$95.6K Buy
+766
New +$110K 0.07% 141

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PlanVest Financial's MSTR Position: Q2 2026 in Review

PlanVest Financial increased its Strategy Inc (MSTR) stake by 26% in Q2 2026, buying an estimated $28.9K and bringing the position to 965 shares worth $83.9K. The position accounts for 0.06% of the portfolio, ranked #172.

PlanVest Financial first reported a position in MSTR in Q1 2026 and has held it in 2 quarters since. The position peaked at $95.6K in Q1 2026. 802 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • PlanVest Financial held 965 shares of Strategy Inc worth $83.9K as of Q2 2026.
  • PlanVest Financial bought 199 Strategy Inc shares in Q2 2026, an estimated $28.9K.
  • Strategy Inc made up 0.06% of PlanVest Financial's portfolio in Q2 2026, its #172 holding.
  • PlanVest Financial first reported a position in Strategy Inc in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's Strategy Inc position peaked at $95.6K in Q1 2026.
  • 802 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.