Rothwell Investment Advisors, LLC’s Strategy Inc MSTR Stock Holding History

Rothwell Investment Advisors, LLC’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 Q3	$59.9K	Buy	+391	New	+$45.2K	0.03%	386

Other funds holding MSTR

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Rothwell Investment Advisors, LLC's MSTR Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Strategy Inc (MSTR) in Q3 2026: 391 shares worth $59.9K. The stake represents 0.03% of the portfolio and ranks #386 among its holdings.

515 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

Rothwell Investment Advisors, LLC held 391 shares of Strategy Inc worth $59.9K as of Q3 2026.
Strategy Inc was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Strategy Inc made up 0.03% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #386 holding.
515 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.