Foster Group
MSTR icon

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
Q3 		$247K Buy
+1,613
New +$187K 0.01% 273
2026
Q2 		– Sell
-1,659
Closed -$207K – 329
2026
Q1 		$207K Buy
+1,659
New +$237K 0.01% 269

Other funds holding MSTR

STAS
Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return
Vontobel Holding
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Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
VIPI
Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Foster Group's MSTR Position: Q3 2026 in Review

Foster Group opened a new position in Strategy Inc (MSTR) in Q3 2026: 1,613 shares worth $247K. The stake represents 0.01% of the portfolio and ranks #273 among its holdings. This is a return to the name: Foster Group previously reported a position in MSTR as recently as Q1 2026.

Foster Group first reported a position in MSTR in Q1 2026 and has held it in 2 quarters since. 143 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • Foster Group held 1,613 shares of Strategy Inc worth $247K as of Q3 2026.
  • Strategy Inc was a new Foster Group position in Q3 2026.
  • Strategy Inc made up 0.01% of Foster Group's portfolio in Q3 2026, its #273 holding.
  • Foster Group first reported a position in Strategy Inc in Q1 2026 and has held it in 2 quarters since.
  • 143 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.