Elevation Wealth Partners
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Elevation Wealth Partners’s Strategy Inc MSTR Stock Holding History

Elevation Wealth Partners’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 		$9.03K Buy
+59
New +$6.83K ﹤0.01% 922
2025
Q3 		– Sell
-4
Closed -$1.62K – 876
2025
Q2 		$1.62K Hold
4
– – ﹤0.01% 433
2025
Q1 		$1.15K Hold
4
– – ﹤0.01% 440
2024
Q4 		$1.16K Buy
+4
New +$1.2K ﹤0.01% 447

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Elevation Wealth Partners's MSTR Position: Q3 2026 in Review

Elevation Wealth Partners opened a new position in Strategy Inc (MSTR) in Q3 2026: 59 shares worth $9.03K. The stake represents ﹤0.01% of the portfolio and ranks #922 among its holdings. This is a return to the name: Elevation Wealth Partners previously reported a position in MSTR as recently as Q2 2025.

Elevation Wealth Partners first reported a position in MSTR in Q4 2024 and has held it in 4 quarters since. 383 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • Elevation Wealth Partners held 59 shares of Strategy Inc worth $9.03K as of Q3 2026.
  • Strategy Inc was a new Elevation Wealth Partners position in Q3 2026.
  • Strategy Inc made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #922 holding.
  • Elevation Wealth Partners first reported a position in Strategy Inc in Q4 2024 and has held it in 4 quarters since.
  • 383 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.