Gilman Hill Asset Management’s Strategy Inc MSTR Stock Holding History

Gilman Hill 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	–	Sell	-1,962	Closed	-$245K	–	244
2026 Q1	$245K	Hold	1,962	–	–	0.04%	199
2025 Q4	$298K	Sell	1,962 -3,016	-61%	-$694K	0.05%	184
2025 Q3	$1.6M	Buy	4,978 +173	+4%	+$64.2K	0.25%	98
2025 Q2	$1.94M	Hold	4,805	–	–	0.32%	89
2025 Q1	$1.39M	Buy	4,805 +1,802	+60%	+$572K	0.24%	94
2024 Q4	$870K	Buy	3,003 +1,003	+50%	+$302K	0.15%	119
2024 Q3	$337K	Hold	2,000	–	–	0.06%	169
2024 Q2	$275K	Buy	+2,000	New	+$288K	0.05%	172

Other funds holding MSTR

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

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

Teamwork Financial Advisors San Antonio, Texas $1.07B AUM 39.98% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return