Lauer Wealth
MSTR icon

Lauer Wealth’s Strategy Inc MSTR Stock Holding History

Lauer Wealth’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 		$1.3M Sell
8,590
-30,306
-78% -$3.51M 0.81% 22
2026
Q2 		$3.8M Buy
38,896
+34,850
+861% +$5.06M 2.28% 10
2026
Q1 		$519K Buy
4,046
+1,145
+39% +$164K 0.41% 31
2025
Q4 		$484K Sell
2,901
-674
-19% -$155K 0.36% 32
2025
Q3 		$1.06M Buy
3,575
+1,865
+109% +$692K 0.76% 20
2025
Q2 		$684K Buy
1,710
+305
+22% +$111K 0.57% 23
2025
Q1 		$536K Buy
+1,405
New +$446K 0.41% 29

Other funds holding MSTR

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Vista Investment Partners II
Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Capital Wealth Alliance
Capital Wealth Alliance Scottsdale, Arizona $229M AUM 20.18% 1-Year Est. Return

Lauer Wealth's MSTR Position: Q3 2026 in Review

Lauer Wealth reduced its Strategy Inc (MSTR) stake by 78% in Q3 2026, selling an estimated $3.51M and leaving 8,590 shares worth $1.3M. The position accounts for 0.81% of the portfolio, ranked #22.

Lauer Wealth first reported a position in MSTR in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.8M in Q2 2026. 232 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • Lauer Wealth held 8,590 shares of Strategy Inc worth $1.3M as of Q3 2026.
  • Lauer Wealth sold 30,306 Strategy Inc shares in Q3 2026, an estimated $3.51M.
  • Strategy Inc made up 0.81% of Lauer Wealth's portfolio in Q3 2026, its #22 holding.
  • Lauer Wealth first reported a position in Strategy Inc in Q1 2025 and has held it in 7 quarters since.
  • Lauer Wealth's Strategy Inc position peaked at $3.8M in Q2 2026.
  • 232 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Lauer Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.