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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
Q2 		$328K Sell
3,771
-1,422
-27% -$206K 0.02% 316
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 $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

Principle Wealth Partners's MSTR Position: Q2 2026 in Review

Principle Wealth Partners reduced its Strategy Inc (MSTR) stake by 27% in Q2 2026, selling an estimated $206K and leaving 3,771 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #316.

Principle Wealth Partners first reported a position in MSTR in Q2 2025 and has held it in 5 quarters since. The position peaked at $724K in Q4 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Principle Wealth Partners held 3,771 shares of Strategy Inc worth $328K as of Q2 2026.
  • Principle Wealth Partners sold 1,422 Strategy Inc shares in Q2 2026, an estimated $206K.
  • Strategy Inc made up 0.02% of Principle Wealth Partners's portfolio in Q2 2026, its #316 holding.
  • Principle Wealth Partners first reported a position in Strategy Inc in Q2 2025 and has held it in 5 quarters since.
  • Principle Wealth Partners's Strategy Inc position peaked at $724K in Q4 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.