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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
Q1 		– Sell
-2,500
Closed -$13.8K – 405
2025
Q4 		$13.8K Sell
2,500
-1,500
-38% -$345K ﹤0.01% 394
2025
Q3 		$7.76K Buy
+4,000
New +$1.48M ﹤0.01% 389

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
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
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
LW
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

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. 125 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.
  • 125 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.