IAG Wealth Partners
MSTR icon

IAG Wealth Partners’s Strategy Inc MSTR Stock Holding History

IAG Wealth Partners’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 		$417K Buy
2,722
+334
+14% +$38.6K 0.04% 100
2026
Q2 		$208K Buy
2,388
+934
+64% +$136K 0.02% 127
2026
Q1 		$181K Buy
1,454
+1,152
+381% +$165K 0.02% 125
2025
Q4 		$45.9K Buy
302
+180
+148% +$41.4K 0.01% 220
2025
Q3 		$39.3K Buy
122
+35
+40% +$13K ﹤0.01% 237
2025
Q2 		$35.2K Hold
87
– – ﹤0.01% 227
2025
Q1 		$25.1K Hold
87
– – ﹤0.01% 260
2024
Q4 		$25.2K Buy
+87
New +$26.2K ﹤0.01% 260

Other funds holding MSTR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

IAG Wealth Partners's MSTR Position: Q3 2026 in Review

IAG Wealth Partners increased its Strategy Inc (MSTR) stake by 14% in Q3 2026, buying an estimated $38.6K and bringing the position to 2,722 shares worth $417K. The position accounts for 0.04% of the portfolio, ranked #100.

IAG Wealth Partners first reported a position in MSTR in Q4 2024 and has held it in 8 quarters since. 614 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • IAG Wealth Partners held 2,722 shares of Strategy Inc worth $417K as of Q3 2026.
  • IAG Wealth Partners bought 334 Strategy Inc shares in Q3 2026, an estimated $38.6K.
  • Strategy Inc made up 0.04% of IAG Wealth Partners's portfolio in Q3 2026, its #100 holding.
  • IAG Wealth Partners first reported a position in Strategy Inc in Q4 2024 and has held it in 8 quarters since.
  • 614 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.