Cassaday & Co Wealth Management
MSTR icon

Cassaday & Co Wealth Management’s Strategy Inc MSTR Stock Holding History

Cassaday & Co Wealth Management’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 		$13.8K Sell
90
-2
-2% -$231 ﹤0.01% 900
2026
Q2 		$8K Hold
92
– – ﹤0.01% 898
2026
Q1 		$11.5K Buy
+92
New +$13.2K ﹤0.01% 869

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Cassaday & Co Wealth Management's MSTR Position: Q3 2026 in Review

Cassaday & Co Wealth Management reduced its Strategy Inc (MSTR) stake by 2.2% in Q3 2026, selling an estimated $231 and leaving 90 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #900.

Cassaday & Co Wealth Management first reported a position in MSTR in Q1 2026 and has held it in 3 quarters since. 337 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • Cassaday & Co Wealth Management held 90 shares of Strategy Inc worth $13.8K as of Q3 2026.
  • Cassaday & Co Wealth Management sold 2 Strategy Inc shares in Q3 2026, an estimated $231.
  • Strategy Inc made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #900 holding.
  • Cassaday & Co Wealth Management first reported a position in Strategy Inc in Q1 2026 and has held it in 3 quarters since.
  • 337 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.