Planning Strategies Inc.’s Strategy Inc MSTR Stock Holding History

Planning Strategies Inc.’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	$1.56K	Buy	+18	New	+$2.61K	﹤0.01%	652

Other funds holding MSTR

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Planning Strategies Inc.'s MSTR Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Strategy Inc (MSTR) in Q2 2026: 18 shares worth $1.56K. The stake represents ﹤0.01% of the portfolio and ranks #652 among its holdings.

269 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Planning Strategies Inc. held 18 shares of Strategy Inc worth $1.56K as of Q2 2026.
Strategy Inc was a new Planning Strategies Inc. position in Q2 2026.
Strategy Inc made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #652 holding.
269 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.