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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
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 $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

Strategic Wealth Partners's MSTR Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Strategy Inc (MSTR) stake by 44% in Q1 2026, selling an estimated $25K and leaving 223 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

Strategic Wealth Partners first reported a position in MSTR in Q2 2025 and has held it in 4 quarters since. The position peaked at $349K in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Strategic Wealth Partners held 223 shares of Strategy Inc worth $27.8K as of Q1 2026.
  • Strategic Wealth Partners sold 175 Strategy Inc shares in Q1 2026, an estimated $25K.
  • Strategy Inc made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #637 holding.
  • Strategic Wealth Partners first reported a position in Strategy Inc in Q2 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's Strategy Inc position peaked at $349K in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.