CV Advisors’s Strategy Inc MSTR Stock Holding History

CV Advisors’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	$859K	Buy	+5,613	New	+$649K	0.14%	61

Other funds holding MSTR

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

ShariaPortfolio Lake Mary, Florida $284M AUM 32.6% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

CV Advisors's MSTR Position: Q3 2026 in Review

CV Advisors opened a new position in Strategy Inc (MSTR) in Q3 2026: 5,613 shares worth $859K. The stake represents 0.14% of the portfolio and ranks #61 among its holdings.

340 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

CV Advisors held 5,613 shares of Strategy Inc worth $859K as of Q3 2026.
Strategy Inc was a new CV Advisors position in Q3 2026.
Strategy Inc made up 0.14% of CV Advisors's portfolio in Q3 2026, its #61 holding.
340 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on CV Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.