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Gilpin Wealth Management’s Strategy Inc MSTR Stock Holding History

Gilpin Wealth 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
Q3 		$12.4K Buy
81
+1
+1% +$116 0.01% 317
2026
Q2 		$6.96K Hold
80
– – ﹤0.01% 350
2026
Q1 		$9.98K Hold
80
– – 0.01% 293
2025
Q4 		$12.2K Buy
+80
New +$18.4K 0.01% 271

Other funds holding MSTR

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RA
REX Advisers Fairfield, Connecticut $21.1M AUM 369.34% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Gilpin Wealth Management's MSTR Position: Q3 2026 in Review

Gilpin Wealth Management increased its Strategy Inc (MSTR) stake by 1.3% in Q3 2026, buying an estimated $116 and bringing the position to 81 shares worth $12.4K. The position accounts for 0.01% of the portfolio, ranked #317.

Gilpin Wealth Management first reported a position in MSTR in Q4 2025 and has held it in 4 quarters since. 34 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • Gilpin Wealth Management held 81 shares of Strategy Inc worth $12.4K as of Q3 2026.
  • Gilpin Wealth Management bought 1 Strategy Inc share in Q3 2026, an estimated $116.
  • Strategy Inc made up 0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #317 holding.
  • Gilpin Wealth Management first reported a position in Strategy Inc in Q4 2025 and has held it in 4 quarters since.
  • 34 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.