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 		$3.01M Buy
+19,900
New +$2.3M 1.88% 11

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

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. 337 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.
  • 337 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.