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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
Q2 		– Sell
-123
Closed -$15.3K – 2121
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 $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

Root Financial Partners's MSTR Position: Q2 2026 in Review

Root Financial Partners sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 123 shares — an estimated $15.3K sold.

Root Financial Partners first reported a position in MSTR in Q2 2025 and held it in 4 quarters. The position peaked at $284K in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Root Financial Partners reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 123 Strategy Inc shares in Q2 2026, an estimated $15.3K.
  • Root Financial Partners first reported a position in Strategy Inc in Q2 2025 and held it in 4 quarters.
  • Root Financial Partners's Strategy Inc position peaked at $284K in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.