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United Financial Planning Group’s Strategy Inc MSTR Stock Holding History

United Financial Planning Group’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 		– Sell
-2
Closed -$304 – 556
2025
Q4 		$304 Buy
+2
New +$460 ﹤0.01% 435

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

United Financial Planning Group's MSTR Position: Q1 2026 in Review

United Financial Planning Group sold out of Strategy Inc (MSTR) in Q1 2026, closing a stake of 2 shares — an estimated $304 sold.

United Financial Planning Group first reported a position in MSTR in Q4 2025 and held it in 1 quarter. The position peaked at $304 in Q4 2025. 945 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • United Financial Planning Group reported no remaining Strategy Inc position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 2 Strategy Inc shares in Q1 2026, an estimated $304.
  • United Financial Planning Group first reported a position in Strategy Inc in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Strategy Inc position peaked at $304 in Q4 2025.
  • 945 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.