James T. Borello
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James T. Borello’s Strategy Inc MSTR Stock Holding History

James T. Borello’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 		$19.3K Buy
126
+42
+50% +$4.86K ﹤0.01% 430
2026
Q2 		$7.3K Buy
84
+10
+14% +$1.45K ﹤0.01% 684
2026
Q1 		$9.24K Buy
74
+33
+80% +$4.72K ﹤0.01% 587
2025
Q4 		$6.23K Sell
41
-13
-24% -$2.99K ﹤0.01% 519
2025
Q3 		$17.4K Buy
54
+29
+116% +$10.8K ﹤0.01% 244
2025
Q2 		$10.1K Hold
25
– – ﹤0.01% 208
2025
Q1 		$7.21K Hold
25
– – ﹤0.01% 176
2024
Q4 		$7.24K Buy
+25
New +$7.52K ﹤0.01% 149

Other funds holding MSTR

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Pilgrim Partners Asia
Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ShariaPortfolio
ShariaPortfolio Lake Mary, Florida $284M AUM 32.6% 1-Year Est. Return
Strong Tower Advisory Services
Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

James T. Borello's MSTR Position: Q3 2026 in Review

James T. Borello increased its Strategy Inc (MSTR) stake by 50% in Q3 2026, buying an estimated $4.86K and bringing the position to 126 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

James T. Borello first reported a position in MSTR in Q4 2024 and has held it in 8 quarters since. 362 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • James T. Borello held 126 shares of Strategy Inc worth $19.3K as of Q3 2026.
  • James T. Borello bought 42 Strategy Inc shares in Q3 2026, an estimated $4.86K.
  • Strategy Inc made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #430 holding.
  • James T. Borello first reported a position in Strategy Inc in Q4 2024 and has held it in 8 quarters since.
  • 362 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.