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Prospera Financial Services’s Strategy Inc MSTR Stock Holding History

Prospera Financial Services’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 		$1.3M Buy
14,917
+2,940
+25% +$427K 0.02% 663
2026
Q1 		$1.49M Sell
11,977
-1,561
-12% -$223K 0.02% 582
2025
Q4 		$2.06M Buy
13,538
+4,368
+48% +$1.01M 0.03% 469
2025
Q3 		$2.95M Sell
9,170
-24,938
-73% -$9.25M 0.05% 374
2025
Q2 		$13.8M Buy
34,108
+23,710
+228% +$8.64M 0.26% 86
2025
Q1 		$3M Buy
10,398
+51
+0.5% +$16.2K 0.07% 292
2024
Q4 		$3M Buy
10,347
+2,896
+39% +$871K 0.07% 285
2024
Q3 		$1.26M Buy
7,451
+221
+3% +$31.6K 0.03% 450
2024
Q2 		$996K Buy
+7,230
New +$1.04M 0.03% 502
2022
Q2 		– Sell
-1,630
Closed -$79K – 2231
2022
Q1 		$79K Buy
+1,630
New +$70.6K ﹤0.01% 1192

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

Prospera Financial Services's MSTR Position: Q2 2026 in Review

Prospera Financial Services increased its Strategy Inc (MSTR) stake by 25% in Q2 2026, buying an estimated $427K and bringing the position to 14,917 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #663.

Prospera Financial Services first reported a position in MSTR in Q1 2022 and has held it in 10 quarters since. The position peaked at $13.8M in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Prospera Financial Services held 14,917 shares of Strategy Inc worth $1.3M as of Q2 2026.
  • Prospera Financial Services bought 2,940 Strategy Inc shares in Q2 2026, an estimated $427K.
  • Strategy Inc made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #663 holding.
  • Prospera Financial Services first reported a position in Strategy Inc in Q1 2022 and has held it in 10 quarters since.
  • Prospera Financial Services's Strategy Inc position peaked at $13.8M in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.