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Root Financial Partners’s Strategy Inc MSTR Stock Holding History

Root 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
Q1 		$15.3K Sell
123
-571
-82% -$81.6K ﹤0.01% 1471
2025
Q4 		$105K Sell
694
-7
-1% -$1.61K 0.01% 449
2025
Q3 		$226K Sell
701
-1
-0.1% -$371 0.01% 262
2025
Q2 		$284K Buy
+702
New +$256K 0.03% 189

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Root Financial Partners's MSTR Position: Q1 2026 in Review

Root Financial Partners reduced its Strategy Inc (MSTR) stake by 82% in Q1 2026, selling an estimated $81.6K and leaving 123 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1471.

Root Financial Partners first reported a position in MSTR in Q2 2025 and has held it in 4 quarters since. The position peaked at $284K in Q2 2025. 938 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Root Financial Partners held 123 shares of Strategy Inc worth $15.3K as of Q1 2026.
  • Root Financial Partners sold 571 Strategy Inc shares in Q1 2026, an estimated $81.6K.
  • Strategy Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1471 holding.
  • Root Financial Partners first reported a position in Strategy Inc in Q2 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Strategy Inc position peaked at $284K in Q2 2025.
  • 938 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.