Quantum Financial Partners’s Strategy Inc MSTR Stock Holding History

Quantum Financial 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 Q3	$362K	Buy	+2,364	New	+$273K	0.19%	104

Other funds holding MSTR

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Quantum Financial Partners's MSTR Position: Q3 2026 in Review

Quantum Financial Partners opened a new position in Strategy Inc (MSTR) in Q3 2026: 2,364 shares worth $362K. The stake represents 0.19% of the portfolio and ranks #104 among its holdings.

843 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

Quantum Financial Partners held 2,364 shares of Strategy Inc worth $362K as of Q3 2026.
Strategy Inc was a new Quantum Financial Partners position in Q3 2026.
Strategy Inc made up 0.19% of Quantum Financial Partners's portfolio in Q3 2026, its #104 holding.
843 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Quantum Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.