HHM Wealth Advisors’s Strategy Inc MSTR Stock Holding History

HHM Wealth 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 Q2	$1.44M	Sell	16,511 -1,500	-8%	-$218K	0.14%	61
2026 Q1	$2.25M	Buy	18,011 +29	+0.2%	+$4.15K	0.26%	32
2025 Q4	$2.73M	Hold	17,982	–	–	0.32%	27
2025 Q3	$5.79M	Sell	17,982 -46	-0.3%	-$17.1K	0.67%	17
2025 Q2	$7.29M	Sell	18,028 -17	-0.1%	-$6.19K	0.87%	17
2025 Q1	$5.2M	Buy	18,045 +201	+1%	+$63.8K	0.7%	17
2024 Q4	$5.17M	Buy	17,844 +9,884	+124%	+$2.97M	0.7%	17
2024 Q3	$1.34M	Buy	7,960 +1,090	+16%	+$156K	0.19%	49
2024 Q2	$946K	Buy	6,870 +5,850	+574%	+$843K	0.14%	62
2024 Q1	$174K	Buy	1,020 +1,000	+5,000%	+$91.2K	0.03%	160
2023 Q4	$1.26K	Hold	20	–	–	﹤0.01%	694
2023 Q3	$657	Hold	20	–	–	﹤0.01%	747
2023 Q2	$685	Buy	+20	New	+$606	﹤0.01%	767

Other funds holding MSTR

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

VIPI

Vista Investment Partners II Richmond, Indiana $255M AUM 32.07% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

HHM Wealth Advisors's MSTR Position: Q2 2026 in Review

HHM Wealth Advisors reduced its Strategy Inc (MSTR) stake by 8.3% in Q2 2026, selling an estimated $218K and leaving 16,511 shares worth $1.44M. The position accounts for 0.14% of the portfolio, ranked #61.

HHM Wealth Advisors first reported a position in MSTR in Q2 2023 and has held it in 13 quarters since. The position peaked at $7.29M in Q2 2025. 194 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

HHM Wealth Advisors held 16,511 shares of Strategy Inc worth $1.44M as of Q2 2026.
HHM Wealth Advisors sold 1,500 Strategy Inc shares in Q2 2026, an estimated $218K.
Strategy Inc made up 0.14% of HHM Wealth Advisors's portfolio in Q2 2026, its #61 holding.
HHM Wealth Advisors first reported a position in Strategy Inc in Q2 2023 and has held it in 13 quarters since.
HHM Wealth Advisors's Strategy Inc position peaked at $7.29M in Q2 2025.
194 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.