Frank Rimerman Advisors’s Strategy Inc MSTR Stock Holding History

Frank Rimerman Advisors’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	$235K	Buy	+1,538	New	+$178K	0.01%	568
2026 Q2	–	Sell	-1,999	Closed	-$249K	–	638
2026 Q1	$249K	Buy	+1,999	New	+$286K	0.02%	536
2025 Q4	–	Sell	-1,392	Closed	-$449K	–	632
2025 Q3	$449K	Sell	1,392 -984	-41%	-$365K	0.03%	393
2025 Q2	$960K	Buy	2,376 +1,158	+95%	+$422K	0.06%	219
2025 Q1	$351K	Sell	1,218 -59	-5%	-$18.7K	0.03%	380
2024 Q4	$370K	Buy	+1,277	New	+$384K	0.03%	372

Other funds holding MSTR

ShariaPortfolio Lake Mary, Florida $284M AUM 32.6% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Capital Wealth Alliance Scottsdale, Arizona $229M AUM 20.18% 1-Year Est. Return

Frank Rimerman Advisors's MSTR Position: Q3 2026 in Review

Frank Rimerman Advisors opened a new position in Strategy Inc (MSTR) in Q3 2026: 1,538 shares worth $235K. The stake represents 0.01% of the portfolio and ranks #568 among its holdings. This is a return to the name: Frank Rimerman Advisors previously reported a position in MSTR as recently as Q1 2026.

Frank Rimerman Advisors first reported a position in MSTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $960K in Q2 2025. 232 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

Frank Rimerman Advisors held 1,538 shares of Strategy Inc worth $235K as of Q3 2026.
Strategy Inc was a new Frank Rimerman Advisors position in Q3 2026.
Strategy Inc made up 0.01% of Frank Rimerman Advisors's portfolio in Q3 2026, its #568 holding.
Frank Rimerman Advisors first reported a position in Strategy Inc in Q4 2024 and has held it in 6 quarters since.
Frank Rimerman Advisors's Strategy Inc position peaked at $960K in Q2 2025.
232 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.