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Quotient Wealth Partners’s Strategy Inc MSTR Stock Holding History

Quotient 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 		$260K Buy
2,994
+126
+4% +$18.3K 0.01% 344
2026
Q1 		$358K Buy
+2,868
New +$410K 0.01% 250
2025
Q4 		– Sell
-815
Closed -$263K – 378
2025
Q3 		$263K Buy
815
+77
+10% +$28.6K 0.01% 296
2025
Q2 		$298K Buy
+738
New +$269K 0.01% 271

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

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

Quotient Wealth Partners increased its Strategy Inc (MSTR) stake by 4.4% in Q2 2026, buying an estimated $18.3K and bringing the position to 2,994 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #344.

Quotient Wealth Partners first reported a position in MSTR in Q2 2025 and has held it in 4 quarters since. The position peaked at $358K in Q1 2026. 850 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Quotient Wealth Partners held 2,994 shares of Strategy Inc worth $260K as of Q2 2026.
  • Quotient Wealth Partners bought 126 Strategy Inc shares in Q2 2026, an estimated $18.3K.
  • Strategy Inc made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #344 holding.
  • Quotient Wealth Partners first reported a position in Strategy Inc in Q2 2025 and has held it in 4 quarters since.
  • Quotient Wealth Partners's Strategy Inc position peaked at $358K in Q1 2026.
  • 850 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.