B. Riley Wealth Advisors
MSTR icon

B. Riley Wealth Advisors’s Strategy Inc MSTR Stock Holding History

B. Riley Wealth Advisors’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 		$882K Sell
5,759
-287
-5% -$33.2K 0.03% 418
2026
Q2 		$560K Buy
6,046
+1,042
+21% +$151K 0.03% 442
2026
Q1 		$608K Buy
5,004
+305
+6% +$43.6K 0.04% 396
2025
Q4 		$714K Sell
4,699
-323
-6% -$74.4K 0.03% 420
2025
Q3 		$1.62M Buy
5,022
+107
+2% +$39.7K 0.07% 247
2025
Q2 		$1.99M Sell
4,915
-973
-17% -$354K 0.09% 211
2025
Q1 		$1.7M Buy
5,888
+2,943
+100% +$934K 0.05% 357
2024
Q4 		$853K Buy
2,945
+1,423
+93% +$428K 0.03% 506
2024
Q3 		$254K Buy
+1,522
New +$218K 0.01% 1037
2022
Q2 		– Sell
-5,090
Closed -$248K – 1331
2022
Q1 		$248K Buy
5,090
+540
+12% +$23.4K 0.01% 1100
2021
Q4 		$248K Buy
+4,550
New +$313K 0.01% 1166

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

B. Riley Wealth Advisors's MSTR Position: Q3 2026 in Review

B. Riley Wealth Advisors reduced its Strategy Inc (MSTR) stake by 4.7% in Q3 2026, selling an estimated $33.2K and leaving 5,759 shares worth $882K. The position accounts for 0.03% of the portfolio, ranked #418.

B. Riley Wealth Advisors first reported a position in MSTR in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.99M in Q2 2025. 733 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • B. Riley Wealth Advisors held 5,759 shares of Strategy Inc worth $882K as of Q3 2026.
  • B. Riley Wealth Advisors sold 287 Strategy Inc shares in Q3 2026, an estimated $33.2K.
  • Strategy Inc made up 0.03% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #418 holding.
  • B. Riley Wealth Advisors first reported a position in Strategy Inc in Q4 2021 and has held it in 11 quarters since.
  • B. Riley Wealth Advisors's Strategy Inc position peaked at $1.99M in Q2 2025.
  • 733 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.