Fiduciary Alliance
MSTR icon

Fiduciary Alliance’s Strategy Inc MSTR Stock Holding History

Fiduciary Alliance’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 		– Sell
-6,421
Closed -$558K – 541
2026
Q2 		$558K Sell
6,421
-43,097
-87% -$6.26M 0.04% 348
2026
Q1 		$7.11M Buy
49,518
+2,991
+6% +$428K 0.43% 62
2025
Q4 		$7.07M Buy
46,527
+2,082
+5% +$479K 0.46% 55
2025
Q3 		$14.3M Sell
44,445
-473
-1% -$175K 0.96% 20
2025
Q2 		$18.2M Buy
44,918
+9,937
+28% +$3.62M 1.35% 12
2025
Q1 		$10.1M Buy
34,981
+3,967
+13% +$1.26M 0.99% 23
2024
Q4 		$8.98M Buy
31,014
+15,143
+95% +$4.56M 0.91% 22
2024
Q3 		$2.68M Buy
15,871
+2,951
+23% +$422K 0.35% 72
2024
Q2 		$1.71M Buy
12,920
+1,580
+14% +$228K 0.28% 75
2024
Q1 		$1.86M Buy
11,340
+3,010
+36% +$274K 0.33% 69
2023
Q4 		$526K Buy
+8,330
New +$395K 0.1% 107

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Vista Investment Partners II
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IFM Investors
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Capital Wealth Alliance
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Sumitomo Mitsui DS Asset Management
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MN Services Vermogensbeheer
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Fiduciary Alliance's MSTR Position: Q3 2026 in Review

Fiduciary Alliance sold out of Strategy Inc (MSTR) in Q3 2026, closing a stake of 6,421 shares — an estimated $558K sold.

Fiduciary Alliance first reported a position in MSTR in Q4 2023 and held it in 11 quarters. The position peaked at $18.2M in Q2 2025. 166 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • Fiduciary Alliance reported no remaining Strategy Inc position as of Q3 2026 after selling out during the quarter.
  • Fiduciary Alliance sold 6,421 Strategy Inc shares in Q3 2026, an estimated $558K.
  • Fiduciary Alliance first reported a position in Strategy Inc in Q4 2023 and held it in 11 quarters.
  • Fiduciary Alliance's Strategy Inc position peaked at $18.2M in Q2 2025.
  • 166 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.