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Burkett Financial Services’s Strategy Inc MSTR Stock Holding History

Burkett Financial Services’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 		$86K Hold
562
– – 0.03% 96
2026
Q2 		$48.9K Hold
562
– – 0.02% 101
2026
Q1 		$70.1K Buy
562
+312
+125% +$44.6K 0.02% 82
2025
Q4 		$38K Hold
250
– – 0.01% 113
2025
Q3 		$80.6K Hold
250
– – 0.03% 81
2025
Q2 		$101K Hold
250
– – 0.04% 70
2025
Q1 		$72.1K Hold
250
– – 0.03% 77
2024
Q4 		$72.4K Buy
+250
New +$75.2K 0.03% 72

Other funds holding MSTR

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RA
REX Advisers Fairfield, Connecticut $21.1M AUM 369.34% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Burkett Financial Services's MSTR Position: Q3 2026 in Review

Burkett Financial Services held its Strategy Inc (MSTR) position steady in Q3 2026 at 562 shares worth $86K. The position accounts for 0.03% of the portfolio, ranked #96.

Burkett Financial Services first reported a position in MSTR in Q4 2024 and has held it in 8 quarters since. The position peaked at $101K in Q2 2025. 34 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • Burkett Financial Services held 562 shares of Strategy Inc worth $86K as of Q3 2026.
  • Burkett Financial Services left its Strategy Inc share count unchanged in Q3 2026.
  • Strategy Inc made up 0.03% of Burkett Financial Services's portfolio in Q3 2026, its #96 holding.
  • Burkett Financial Services first reported a position in Strategy Inc in Q4 2024 and has held it in 8 quarters since.
  • Burkett Financial Services's Strategy Inc position peaked at $101K in Q2 2025.
  • 34 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.