Finer Wealth Management’s Strategy Inc MSTR Stock Holding History

Finer 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 Q3	$908K	Sell	5,931 -23	-0.4%	-$2.66K	0.36%	48
2026 Q2	$518K	Buy	5,954 +25	+0.4%	+$3.63K	0.23%	56
2026 Q1	$740K	Sell	5,929 -10,019	-63%	-$1.43M	0.37%	50
2025 Q4	$2.42M	Sell	15,948 -6,300	-28%	-$1.45M	1.17%	25
2025 Q3	$7.17M	Hold	22,248	–	–	3.57%	8
2025 Q2	$8.99M	Sell	22,248 -681	-3%	-$248K	4.81%	7
2025 Q1	$6.61M	Buy	22,929 +464	+2%	+$147K	3.96%	7
2024 Q4	$6.51M	Buy	+22,465	New	+$6.76M	3.73%	8

Other funds holding MSTR

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Finer Wealth Management's MSTR Position: Q3 2026 in Review

Finer Wealth Management reduced its Strategy Inc (MSTR) stake by 0.39% in Q3 2026, selling an estimated $2.66K and leaving 5,931 shares worth $908K. The position accounts for 0.36% of the portfolio, ranked #48.

Finer Wealth Management first reported a position in MSTR in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.99M in Q2 2025. 614 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

Finer Wealth Management held 5,931 shares of Strategy Inc worth $908K as of Q3 2026.
Finer Wealth Management sold 23 Strategy Inc shares in Q3 2026, an estimated $2.66K.
Strategy Inc made up 0.36% of Finer Wealth Management's portfolio in Q3 2026, its #48 holding.
Finer Wealth Management first reported a position in Strategy Inc in Q4 2024 and has held it in 8 quarters since.
Finer Wealth Management's Strategy Inc position peaked at $8.99M in Q2 2025.
614 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Finer Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.