Formidable Asset Management’s Strategy Inc MSTR Stock Holding History

Formidable Asset 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	$839K	Buy	6,720 +2,565	+62%	+$372K	0.13%	155
2026 Q1	$631K	Buy	4,155 +2,940	+242%	+$420K	0.1%	190
2025 Q4	$391K	Sell	1,215 -3,445	-74%	-$793K	0.06%	283
2025 Q3	$275K	Buy	4,660 +3,871	+491%	+$1.44M	0.04%	337
2025 Q2	$227K	Hold	789	–	–	0.04%	352
2025 Q1	$227K	Buy	+789	New	+$251K	0.04%	352

Other funds holding MSTR

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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

Lauer Wealth Valparaiso, Indiana $167M AUM 23.59% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

KIG

Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Formidable Asset Management's MSTR Position: Q2 2026 in Review

Formidable Asset Management increased its Strategy Inc (MSTR) stake by 62% in Q2 2026, buying an estimated $372K and bringing the position to 6,720 shares worth $839K. The position accounts for 0.13% of the portfolio, ranked #155.

Formidable Asset Management first reported a position in MSTR in Q1 2025 and has held it in 6 quarters since. 111 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Formidable Asset Management held 6,720 shares of Strategy Inc worth $839K as of Q2 2026.
Formidable Asset Management bought 2,565 Strategy Inc shares in Q2 2026, an estimated $372K.
Strategy Inc made up 0.13% of Formidable Asset Management's portfolio in Q2 2026, its #155 holding.
Formidable Asset Management first reported a position in Strategy Inc in Q1 2025 and has held it in 6 quarters since.
111 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.