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 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

ETC

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

OIAM

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

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

VIPI

Vista Investment Partners II Richmond, Indiana $255M AUM 32.07% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Burkett Financial Services's MSTR Position: Q2 2026 in Review

Burkett Financial Services held its Strategy Inc (MSTR) position steady in Q2 2026 at 562 shares worth $48.9K. The position accounts for 0.02% of the portfolio, ranked #101.

Burkett Financial Services first reported a position in MSTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $101K in Q2 2025. 146 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Burkett Financial Services held 562 shares of Strategy Inc worth $48.9K as of Q2 2026.
Burkett Financial Services left its Strategy Inc share count unchanged in Q2 2026.
Strategy Inc made up 0.02% of Burkett Financial Services's portfolio in Q2 2026, its #101 holding.
Burkett Financial Services first reported a position in Strategy Inc in Q4 2024 and has held it in 7 quarters since.
Burkett Financial Services's Strategy Inc position peaked at $101K in Q2 2025.
146 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.