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Investment Partners Asset Management’s Strategy Inc MSTR Stock Holding History

Investment Partners 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
Q3 		$278K Sell
1,814
-758
-29% -$87.7K 0.15% 142
2026
Q2 		$224K Buy
2,572
+11
+0.4% +$1.6K 0.12% 159
2026
Q1 		$320K Buy
2,561
+2
+0.1% +$286 0.2% 127
2025
Q4 		$389K Hold
2,559
– – 0.24% 112
2025
Q3 		$825K Hold
2,559
– – 0.54% 50
2025
Q2 		$1.03M Buy
2,559
+190
+8% +$69.2K 0.72% 38
2025
Q1 		$683K Hold
2,369
– – 0.54% 54
2024
Q4 		$686K Sell
2,369
-231
-9% -$69.5K 0.54% 52
2024
Q3 		$438K Hold
2,600
– – 0.36% 89
2024
Q2 		$358K Hold
2,600
– – 0.32% 95
2024
Q1 		$443K Buy
+2,600
New +$237K 0.4% 79

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

Investment Partners Asset Management's MSTR Position: Q3 2026 in Review

Investment Partners Asset Management reduced its Strategy Inc (MSTR) stake by 29% in Q3 2026, selling an estimated $87.7K and leaving 1,814 shares worth $278K. The position accounts for 0.15% of the portfolio, ranked #142.

Investment Partners Asset Management first reported a position in MSTR in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.03M in Q2 2025. 34 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • Investment Partners Asset Management held 1,814 shares of Strategy Inc worth $278K as of Q3 2026.
  • Investment Partners Asset Management sold 758 Strategy Inc shares in Q3 2026, an estimated $87.7K.
  • Strategy Inc made up 0.15% of Investment Partners Asset Management's portfolio in Q3 2026, its #142 holding.
  • Investment Partners Asset Management first reported a position in Strategy Inc in Q1 2024 and has held it in 11 quarters since.
  • Investment Partners Asset Management's Strategy Inc position peaked at $1.03M in Q2 2025.
  • 34 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Investment Partners Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.