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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
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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prepared Retirement Institute's MSTR Position: Q1 2026 in Review

Prepared Retirement Institute opened a new position in Strategy Inc (MSTR) in Q1 2026: 17,822 shares worth $2.22M. The stake represents 1.1% of the portfolio and ranks #18 among its holdings.

937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Prepared Retirement Institute held 17,822 shares of Strategy Inc worth $2.22M as of Q1 2026.
  • Strategy Inc was a new Prepared Retirement Institute position in Q1 2026.
  • Strategy Inc made up 1.1% of Prepared Retirement Institute's portfolio in Q1 2026, its #18 holding.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Prepared Retirement Institute's 13F filing for Q1 2026, filed 30 Apr 2026.