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Diligent Investors’s Strategy Inc MSTR Stock Holding History

Diligent Investors’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 		$351K Sell
2,295
-90
-4% -$10.4K 0.08% 271
2026
Q2 		$207K Buy
2,385
+50
+2% +$7.26K 0.05% 347
2026
Q1 		$291K Sell
2,335
-288
-11% -$41.2K 0.07% 273
2025
Q4 		$399K Buy
2,623
+866
+49% +$199K 0.1% 223
2025
Q3 		$566K Sell
1,757
-1,110
-39% -$412K 0.14% 177
2025
Q2 		$1.16M Sell
2,867
-50
-2% -$18.2K 0.27% 105
2025
Q1 		$841K Buy
2,917
+378
+15% +$120K 0.2% 139
2024
Q4 		$735K Buy
+2,539
New +$764K 0.17% 161

Other funds holding MSTR

ShariaPortfolio
ShariaPortfolio Lake Mary, Florida $284M AUM 32.6% 1-Year Est. Return
Strong Tower Advisory Services
Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Vista Investment Partners II
Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Capital Wealth Alliance
Capital Wealth Alliance Scottsdale, Arizona $229M AUM 20.18% 1-Year Est. Return

Diligent Investors's MSTR Position: Q3 2026 in Review

Diligent Investors reduced its Strategy Inc (MSTR) stake by 3.8% in Q3 2026, selling an estimated $10.4K and leaving 2,295 shares worth $351K. The position accounts for 0.08% of the portfolio, ranked #271.

Diligent Investors first reported a position in MSTR in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.16M in Q2 2025. 232 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • Diligent Investors held 2,295 shares of Strategy Inc worth $351K as of Q3 2026.
  • Diligent Investors sold 90 Strategy Inc shares in Q3 2026, an estimated $10.4K.
  • Strategy Inc made up 0.08% of Diligent Investors's portfolio in Q3 2026, its #271 holding.
  • Diligent Investors first reported a position in Strategy Inc in Q4 2024 and has held it in 8 quarters since.
  • Diligent Investors's Strategy Inc position peaked at $1.16M in Q2 2025.
  • 232 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Diligent Investors's 13F filing for Q3 2026, filed 21 Oct 2026.