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Signature Equity Partners’s Strategy Inc MSTR Stock Holding History

Signature Equity 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 		$261 Buy
+3
New +$435 ﹤0.01% 1497
2026
Q1 		– Sell
-33
Closed -$5.01K – 1621
2025
Q4 		$5.01K Buy
+33
New +$7.6K ﹤0.01% 981

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Invesco
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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

Signature Equity Partners's MSTR Position: Q2 2026 in Review

Signature Equity Partners opened a new position in Strategy Inc (MSTR) in Q2 2026: 3 shares worth $261. The stake represents ﹤0.01% of the portfolio and ranks #1497 among its holdings. This is a return to the name: Signature Equity Partners previously reported a position in MSTR as recently as Q4 2025.

Signature Equity Partners first reported a position in MSTR in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.01K in Q4 2025. 850 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Signature Equity Partners held 3 shares of Strategy Inc worth $261 as of Q2 2026.
  • Strategy Inc was a new Signature Equity Partners position in Q2 2026.
  • Strategy Inc made up ﹤0.01% of Signature Equity Partners's portfolio in Q2 2026, its #1497 holding.
  • Signature Equity Partners first reported a position in Strategy Inc in Q4 2025 and has held it in 2 quarters since.
  • Signature Equity Partners's Strategy Inc position peaked at $5.01K in Q4 2025.
  • 850 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.