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Farther Finance Advisors’s Strategy Inc MSTR Stock Holding History

Farther Finance Advisors’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 		$2.17M Buy
14,162
+69
+0.5% +$7.98K 0.02% 735
2026
Q2 		$1.23M Buy
14,093
+2,280
+19% +$331K 0.01% 978
2026
Q1 		$1.45M Buy
11,813
+529
+5% +$75.6K 0.01% 794
2025
Q4 		$1.71M Buy
11,284
+3,480
+45% +$801K 0.02% 646
2025
Q3 		$2.51M Buy
7,804
+463
+6% +$172K 0.04% 372
2025
Q2 		$2.97M Buy
7,341
+974
+15% +$355K 0.06% 270
2025
Q1 		$1.95M Sell
6,367
-213
-3% -$67.6K 0.05% 307
2024
Q4 		$1.91M Buy
6,580
+2,975
+83% +$895K 0.07% 228
2024
Q3 		$608K Buy
3,605
+2,705
+301% +$387K 0.02% 516
2024
Q2 		$123K Buy
900
+800
+800% +$115K 0.01% 1045
2024
Q1 		$16.4K Buy
100
+10
+11% +$912 ﹤0.01% 1561
2023
Q4 		$5.68K Buy
90
+60
+200% +$2.84K ﹤0.01% 1898
2023
Q3 		$985 Hold
30
– – ﹤0.01% 2087
2023
Q2 		$1.03K Hold
30
– – ﹤0.01% 1972
2023
Q1 		$877 Buy
+30
New +$732 ﹤0.01% 1878

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
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
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 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

Farther Finance Advisors's MSTR Position: Q3 2026 in Review

Farther Finance Advisors increased its Strategy Inc (MSTR) stake by 0.49% in Q3 2026, buying an estimated $7.98K and bringing the position to 14,162 shares worth $2.17M. The position accounts for 0.02% of the portfolio, ranked #735.

Farther Finance Advisors first reported a position in MSTR in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.97M in Q2 2025. 34 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • Farther Finance Advisors held 14,162 shares of Strategy Inc worth $2.17M as of Q3 2026.
  • Farther Finance Advisors bought 69 Strategy Inc shares in Q3 2026, an estimated $7.98K.
  • Strategy Inc made up 0.02% of Farther Finance Advisors's portfolio in Q3 2026, its #735 holding.
  • Farther Finance Advisors first reported a position in Strategy Inc in Q1 2023 and has held it in 15 quarters since.
  • Farther Finance Advisors's Strategy Inc position peaked at $2.97M in Q2 2025.
  • 34 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.