Comprehensive Financial Consultants Institutional’s Strategy Inc MSTR Stock Holding History

Comprehensive Financial Consultants Institutional’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	$495K	Buy	5,698 +84	+1%	+$12.2K	0.13%	139
2026 Q1	$701K	Hold	5,614	–	–	0.21%	117
2025 Q4	$853K	Hold	5,614	–	–	0.26%	103
2025 Q3	$1.81M	Buy	5,614 +6	+0.1%	+$2.23K	0.56%	63
2025 Q2	$2.27M	Hold	5,608	–	–	0.74%	50
2025 Q1	$1.62M	Buy	5,608 +22	+0.4%	+$6.99K	0.57%	65
2024 Q4	$1.62M	Buy	5,586 +1,206	+28%	+$363K	0.59%	62
2024 Q3	$738K	Buy	4,380 +300	+7%	+$42.9K	0.27%	106
2024 Q2	$562K	Buy	4,080 +1,030	+34%	+$148K	0.22%	114
2024 Q1	$520K	Buy	+3,050	New	+$278K	0.22%	116

Other funds holding MSTR

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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's MSTR Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its Strategy Inc (MSTR) stake by 1.5% in Q2 2026, buying an estimated $12.2K and bringing the position to 5,698 shares worth $495K. The position accounts for 0.13% of the portfolio, ranked #139.

Comprehensive Financial Consultants Institutional first reported a position in MSTR in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.27M in Q2 2025. 139 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Comprehensive Financial Consultants Institutional held 5,698 shares of Strategy Inc worth $495K as of Q2 2026.
Comprehensive Financial Consultants Institutional bought 84 Strategy Inc shares in Q2 2026, an estimated $12.2K.
Strategy Inc made up 0.13% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #139 holding.
Comprehensive Financial Consultants Institutional first reported a position in Strategy Inc in Q1 2024 and has held it in 10 quarters since.
Comprehensive Financial Consultants Institutional's Strategy Inc position peaked at $2.27M in Q2 2025.
139 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.