Evermay Wealth Management’s Strategy Inc MSTR Stock Holding History

Evermay Wealth Management’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	$37.1K	Hold	427	–	–	﹤0.01%	389
2026 Q1	$53.3K	Hold	427	–	–	0.01%	318
2025 Q4	$64.9K	Hold	427	–	–	0.01%	299
2025 Q3	$138K	Sell	427 -142	-25%	-$52.7K	0.02%	236
2025 Q2	$230K	Sell	569 -11	-2%	-$4.01K	0.03%	184
2025 Q1	$167K	Buy	+580	New	+$184K	0.02%	208
2022 Q2	–	Sell	-270	Closed	-$13K	–	549
2022 Q1	$13K	Sell	270 -120	-31%	-$5.19K	﹤0.01%	394
2021 Q4	$21K	Hold	390	–	–	﹤0.01%	353
2021 Q3	$23K	Buy	+390	New	+$25K	﹤0.01%	324

Other funds holding MSTR

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Evermay Wealth Management's MSTR Position: Q2 2026 in Review

Evermay Wealth Management held its Strategy Inc (MSTR) position steady in Q2 2026 at 427 shares worth $37.1K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Evermay Wealth Management first reported a position in MSTR in Q3 2021 and has held it in 9 quarters since. The position peaked at $230K in Q2 2025. 236 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Evermay Wealth Management held 427 shares of Strategy Inc worth $37.1K as of Q2 2026.
Evermay Wealth Management left its Strategy Inc share count unchanged in Q2 2026.
Strategy Inc made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #389 holding.
Evermay Wealth Management first reported a position in Strategy Inc in Q3 2021 and has held it in 9 quarters since.
Evermay Wealth Management's Strategy Inc position peaked at $230K in Q2 2025.
236 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.