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Purpose Unlimited Inc’s Strategy Inc MSTR Stock Holding History

Purpose Unlimited Inc’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 		$164K Sell
1,885
-862
-31% -$125K 0.01% 261
2026
Q1 		$343K Buy
+2,747
New +$393K 0.01% 193

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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 $3.38T AUM 44.17% 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

Purpose Unlimited Inc's MSTR Position: Q2 2026 in Review

Purpose Unlimited Inc reduced its Strategy Inc (MSTR) stake by 31% in Q2 2026, selling an estimated $125K and leaving 1,885 shares worth $164K. The position accounts for 0.01% of the portfolio, ranked #261.

Purpose Unlimited Inc first reported a position in MSTR in Q1 2026 and has held it in 2 quarters since. The position peaked at $343K in Q1 2026. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Purpose Unlimited Inc held 1,885 shares of Strategy Inc worth $164K as of Q2 2026.
  • Purpose Unlimited Inc sold 862 Strategy Inc shares in Q2 2026, an estimated $125K.
  • Strategy Inc made up 0.01% of Purpose Unlimited Inc's portfolio in Q2 2026, its #261 holding.
  • Purpose Unlimited Inc first reported a position in Strategy Inc in Q1 2026 and has held it in 2 quarters since.
  • Purpose Unlimited Inc's Strategy Inc position peaked at $343K in Q1 2026.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Purpose Unlimited Inc's 13F filing for Q2 2026, filed 13 Aug 2026.