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Cornerstone Wealth Management’s Strategy Inc MSTR Stock Holding History

Cornerstone 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 		$575K Buy
3,757
+604
+19% +$69.9K 0.02% 449
2026
Q2 		$274K Buy
3,153
+245
+8% +$35.6K 0.01% 631
2026
Q1 		$363K Buy
+2,908
New +$416K 0.02% 528

Other funds holding MSTR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 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

Cornerstone Wealth Management's MSTR Position: Q3 2026 in Review

Cornerstone Wealth Management increased its Strategy Inc (MSTR) stake by 19% in Q3 2026, buying an estimated $69.9K and bringing the position to 3,757 shares worth $575K. The position accounts for 0.02% of the portfolio, ranked #449.

Cornerstone Wealth Management first reported a position in MSTR in Q1 2026 and has held it in 3 quarters since. 614 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • Cornerstone Wealth Management held 3,757 shares of Strategy Inc worth $575K as of Q3 2026.
  • Cornerstone Wealth Management bought 604 Strategy Inc shares in Q3 2026, an estimated $69.9K.
  • Strategy Inc made up 0.02% of Cornerstone Wealth Management's portfolio in Q3 2026, its #449 holding.
  • Cornerstone Wealth Management first reported a position in Strategy Inc in Q1 2026 and has held it in 3 quarters since.
  • 614 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.