Foster Group’s Strategy Inc MSTR Stock Holding History

Foster Group’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	–	Sell	-1,659	Closed	-$207K	–	329
2026 Q1	$207K	Buy	+1,659	New	+$237K	0.01%	269

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Foster Group's MSTR Position: Q2 2026 in Review

Foster Group sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 1,659 shares — an estimated $207K sold.

Foster Group first reported a position in MSTR in Q1 2026 and held it in 1 quarter. The position peaked at $207K in Q1 2026. 94 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Foster Group reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
Foster Group sold 1,659 Strategy Inc shares in Q2 2026, an estimated $207K.
Foster Group first reported a position in Strategy Inc in Q1 2026 and held it in 1 quarter.
Foster Group's Strategy Inc position peaked at $207K in Q1 2026.
94 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.