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 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

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Lauer Wealth Valparaiso, Indiana $167M AUM 23.59% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

KIG

Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Dynamic Advisor Solutions's MSTR Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Strategy Inc (MSTR) stake by 7.5% in Q2 2026, selling an estimated $110K and leaving 9,266 shares worth $805K. The position accounts for 0.02% of the portfolio, ranked #538.

Dynamic Advisor Solutions first reported a position in MSTR in Q1 2021 and has held it in 14 quarters since. The position peaked at $2.76M in Q2 2025. 94 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Dynamic Advisor Solutions held 9,266 shares of Strategy Inc worth $805K as of Q2 2026.
Dynamic Advisor Solutions sold 756 Strategy Inc shares in Q2 2026, an estimated $110K.
Strategy Inc made up 0.02% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #538 holding.
Dynamic Advisor Solutions first reported a position in Strategy Inc in Q1 2021 and has held it in 14 quarters since.
Dynamic Advisor Solutions's Strategy Inc position peaked at $2.76M in Q2 2025.
94 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.