Root Financial Partners
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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
Q3 		$38K Buy
+248
New +$28.7K ﹤0.01% 1225
2026
Q2 		– Sell
-123
Closed -$15.4K – 2121
2026
Q1 		$15.4K 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

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Vanguard Capital Management
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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

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

Root Financial Partners opened a new position in Strategy Inc (MSTR) in Q3 2026: 248 shares worth $38K. The stake represents ﹤0.01% of the portfolio and ranks #1225 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MSTR as recently as Q1 2026.

Root Financial Partners first reported a position in MSTR in Q2 2025 and has held it in 5 quarters since. The position peaked at $284K in Q2 2025. 843 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • Root Financial Partners held 248 shares of Strategy Inc worth $38K as of Q3 2026.
  • Strategy Inc was a new Root Financial Partners position in Q3 2026.
  • Strategy Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1225 holding.
  • Root Financial Partners first reported a position in Strategy Inc in Q2 2025 and has held it in 5 quarters since.
  • Root Financial Partners's Strategy Inc position peaked at $284K in Q2 2025.
  • 843 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.