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Prepared Retirement Institute’s Strategy Inc MSTR Stock Holding History

Prepared Retirement Institute’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 		$243K Sell
2,799
-15,023
-84% -$2.18M 0.1% 89
2026
Q1 		$2.22M Buy
+17,822
New +$2.55M 1.1% 18

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

Prepared Retirement Institute's MSTR Position: Q2 2026 in Review

Prepared Retirement Institute reduced its Strategy Inc (MSTR) stake by 84% in Q2 2026, selling an estimated $2.18M and leaving 2,799 shares worth $243K. The position accounts for 0.1% of the portfolio, ranked #89.

Prepared Retirement Institute first reported a position in MSTR in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.22M in Q1 2026. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Prepared Retirement Institute held 2,799 shares of Strategy Inc worth $243K as of Q2 2026.
  • Prepared Retirement Institute sold 15,023 Strategy Inc shares in Q2 2026, an estimated $2.18M.
  • Strategy Inc made up 0.1% of Prepared Retirement Institute's portfolio in Q2 2026, its #89 holding.
  • Prepared Retirement Institute first reported a position in Strategy Inc in Q1 2026 and has held it in 2 quarters since.
  • Prepared Retirement Institute's Strategy Inc position peaked at $2.22M in Q1 2026.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.