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Everhart Financial Group’s Strategy Inc MSTR Stock Holding History

Everhart Financial Group’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 		$802K Buy
+5,241
New +$606K 0.05% 211
2025
Q4 		– Sell
-2,520
Closed -$812K – 434
2025
Q3 		$812K Sell
2,520
-42
-2% -$15.6K 0.08% 180
2025
Q2 		$1.04M Buy
2,562
+971
+61% +$354K 0.12% 117
2025
Q1 		$459K Buy
1,591
+239
+18% +$75.9K 0.06% 223
2024
Q4 		$392K Buy
+1,352
New +$407K 0.08% 225

Other funds holding MSTR

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RA
REX Advisers Fairfield, Connecticut $21.1M AUM 369.34% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Everhart Financial Group's MSTR Position: Q3 2026 in Review

Everhart Financial Group opened a new position in Strategy Inc (MSTR) in Q3 2026: 5,241 shares worth $802K. The stake represents 0.05% of the portfolio and ranks #211 among its holdings. This is a return to the name: Everhart Financial Group previously reported a position in MSTR as recently as Q3 2025.

Everhart Financial Group first reported a position in MSTR in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.04M in Q2 2025. 34 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • Everhart Financial Group held 5,241 shares of Strategy Inc worth $802K as of Q3 2026.
  • Strategy Inc was a new Everhart Financial Group position in Q3 2026.
  • Strategy Inc made up 0.05% of Everhart Financial Group's portfolio in Q3 2026, its #211 holding.
  • Everhart Financial Group first reported a position in Strategy Inc in Q4 2024 and has held it in 5 quarters since.
  • Everhart Financial Group's Strategy Inc position peaked at $1.04M in Q2 2025.
  • 34 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.