Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s Strategy Inc MSTR Stock Holding History

Dynamic Advisor Solutions’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 		$1.17M Sell
7,638
-1,628
-18% -$188K 0.03% 425
2026
Q2 		$805K Sell
9,266
-756
-8% -$110K 0.02% 538
2026
Q1 		$1.25M Buy
10,022
+1,105
+12% +$158K 0.04% 415
2025
Q4 		$1.35M Buy
8,917
+1,885
+27% +$434K 0.04% 391
2025
Q3 		$2.27M Buy
7,032
+200
+3% +$74.2K 0.07% 298
2025
Q2 		$2.76M Sell
6,832
-722
-10% -$263K 0.09% 238
2025
Q1 		$2.18M Buy
7,554
+2,035
+37% +$646K 0.07% 270
2024
Q4 		$1.6M Sell
5,519
-2,262
-29% -$681K 0.07% 246
2024
Q3 		$1.31M Buy
7,781
+381
+5% +$54.5K 0.04% 389
2024
Q2 		$1.02M Buy
7,400
+3,930
+113% +$566K 0.03% 453
2024
Q1 		$591K Buy
+3,470
New +$316K 0.02% 569
2022
Q1 		– Sell
-5,060
Closed -$276K – 761
2021
Q4 		$276K Sell
5,060
-9,190
-64% -$632K 0.02% 593
2021
Q3 		$824K Buy
14,250
+3,290
+30% +$211K 0.06% 329
2021
Q2 		$728K Buy
10,960
+6,580
+150% +$389K 0.06% 339
2021
Q1 		$297K Buy
+4,380
New +$309K 0.03% 504

Other funds holding MSTR

S
ShariaPortfolio Lake Mary, Florida $284M AUM 32.6% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 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 33.52% 1-Year Est. Return
VIPI
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
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return

Dynamic Advisor Solutions's MSTR Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Strategy Inc (MSTR) stake by 18% in Q3 2026, selling an estimated $188K and leaving 7,638 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #425.

Dynamic Advisor Solutions first reported a position in MSTR in Q1 2021 and has held it in 15 quarters since. The position peaked at $2.76M in Q2 2025. 151 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • Dynamic Advisor Solutions held 7,638 shares of Strategy Inc worth $1.17M as of Q3 2026.
  • Dynamic Advisor Solutions sold 1,628 Strategy Inc shares in Q3 2026, an estimated $188K.
  • Strategy Inc made up 0.03% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #425 holding.
  • Dynamic Advisor Solutions first reported a position in Strategy Inc in Q1 2021 and has held it in 15 quarters since.
  • Dynamic Advisor Solutions's Strategy Inc position peaked at $2.76M in Q2 2025.
  • 151 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.