Cornerstone Advisory
MSTR icon

Cornerstone Advisory’s Strategy Inc MSTR Stock Holding History

Cornerstone Advisory’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 		$817K Buy
5,339
+2,259
+73% +$261K 0.06% 127
2026
Q2 		$268K Buy
+3,080
New +$447K 0.02% 232

Other funds holding MSTR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Cornerstone Advisory's MSTR Position: Q3 2026 in Review

Cornerstone Advisory increased its Strategy Inc (MSTR) stake by 73% in Q3 2026, buying an estimated $261K and bringing the position to 5,339 shares worth $817K. The position accounts for 0.06% of the portfolio, ranked #127.

Cornerstone Advisory first reported a position in MSTR in Q2 2026 and has held it in 2 quarters since. 530 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • Cornerstone Advisory held 5,339 shares of Strategy Inc worth $817K as of Q3 2026.
  • Cornerstone Advisory bought 2,259 Strategy Inc shares in Q3 2026, an estimated $261K.
  • Strategy Inc made up 0.06% of Cornerstone Advisory's portfolio in Q3 2026, its #127 holding.
  • Cornerstone Advisory first reported a position in Strategy Inc in Q2 2026 and has held it in 2 quarters since.
  • 530 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.