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Strategic Wealth Partners’s Strategy Inc MSTR Stock Holding History

Strategic 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 		$19.4K Hold
223
– – ﹤0.01% 756
2026
Q1 		$27.8K Sell
223
-175
-44% -$25K ﹤0.01% 637
2025
Q4 		$60.5K Sell
398
-53
-12% -$12.2K ﹤0.01% 491
2025
Q3 		$145K Sell
451
-413
-48% -$153K 0.01% 382
2025
Q2 		$349K Buy
+864
New +$315K 0.03% 255

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 $3.38T AUM 44.17% 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

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

Strategic Wealth Partners held its Strategy Inc (MSTR) position steady in Q2 2026 at 223 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Strategic Wealth Partners first reported a position in MSTR in Q2 2025 and has held it in 5 quarters since. The position peaked at $349K in Q2 2025. 853 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Strategic Wealth Partners held 223 shares of Strategy Inc worth $19.4K as of Q2 2026.
  • Strategic Wealth Partners left its Strategy Inc share count unchanged in Q2 2026.
  • Strategy Inc made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #756 holding.
  • Strategic Wealth Partners first reported a position in Strategy Inc in Q2 2025 and has held it in 5 quarters since.
  • Strategic Wealth Partners's Strategy Inc position peaked at $349K in Q2 2025.
  • 853 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.