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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

MSTR holding history

Strategy Inc in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSTR overviewAll 13F holders of MSTRFull Q2 2026 holdings

Shares (Q2 2026)
86,284
Value
$7.50M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MSTR by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202686,284$7.50M<0.1%−13,090−13.2%ReducedHolders
Q1 202699,374$12.4M<0.1%+23,722+31.4%AddedHolders
Q4 202575,652$11.5M<0.1%−1,155−1.5%ReducedHolders
Q3 202576,807$24.7M<0.1%−22,981−23.0%ReducedHolders
Q2 202599,788$40.3M<0.1%−10,717−9.7%ReducedHolders
Q1 2025110,505$31.9M<0.1%+6,063+5.8%AddedHolders
Q4 2024104,442$30.2M<0.1%+14,658+16.3%AddedHolders
Q3 202489,784$13.6M<0.1%+23,384+35.2%AddedConverted for a 10-for-1 splitHolders
Q2 20246,640$9.15M<0.1%+1,702+34.5%AddedHolders
Q1 20244,938$8.42M<0.1%+541+12.3%AddedHolders
Q4 20234,397$2.78M<0.1%+1,142+35.1%AddedHolders
Q3 20233,255$1.07M<0.1%−189−5.5%ReducedHolders
Q2 20233,444$1.18M<0.1%−3,110−47.5%ReducedHolders
Q1 20236,554$1.92M<0.1%+497+8.2%AddedHolders
Q4 20226,057$857.5K<0.1%+2,371+64.3%AddedHolders
Q3 20223,686$782.0K<0.1%+286+8.4%AddedHolders
Q2 20223,400$559.0K<0.1%+1,929+131.1%AddedHolders
Q1 20221,471$715.0K<0.1%−395−21.2%ReducedHolders
Q4 20211,866$1.02M<0.1%+367+24.5%AddedHolders
Q3 20211,499$867.0K<0.1%−139−8.5%ReducedHolders
Q2 20211,638$1.09M<0.1%−2,342−58.8%ReducedHolders
Q1 20213,980$2.70M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.