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Principle Wealth Partners’s Strategy Inc MSTR Stock Holding History

Principle Wealth Partners’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 		$648K Buy
5,193
+430
+9% +$61.5K 0.04% 211
2025
Q4 		$724K Buy
4,763
+3,796
+393% +$874K 0.04% 193
2025
Q3 		$312K Sell
967
-2
-0.2% -$742 0.02% 304
2025
Q2 		$392K Buy
+969
New +$353K 0.02% 262

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

Principle Wealth Partners's MSTR Position: Q1 2026 in Review

Principle Wealth Partners increased its Strategy Inc (MSTR) stake by 9% in Q1 2026, buying an estimated $61.5K and bringing the position to 5,193 shares worth $648K. The position accounts for 0.04% of the portfolio, ranked #211.

Principle Wealth Partners first reported a position in MSTR in Q2 2025 and has held it in 4 quarters since. The position peaked at $724K in Q4 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Principle Wealth Partners held 5,193 shares of Strategy Inc worth $648K as of Q1 2026.
  • Principle Wealth Partners bought 430 Strategy Inc shares in Q1 2026, an estimated $61.5K.
  • Strategy Inc made up 0.04% of Principle Wealth Partners's portfolio in Q1 2026, its #211 holding.
  • Principle Wealth Partners first reported a position in Strategy Inc in Q2 2025 and has held it in 4 quarters since.
  • Principle Wealth Partners's Strategy Inc position peaked at $724K in Q4 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.