LongView Wealth Management’s Strategy Inc MSTR Stock Holding History

LongView Wealth 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	$309K	Buy	+2,020	New	+$234K	0.07%	181
2026 Q2	–	Sell	-2,020	Closed	-$278K	–	245
2026 Q1	$278K	Buy	2,020 +20	+1%	+$2.86K	0.07%	204
2025 Q4	$324K	Hold	2,000	–	–	0.08%	190
2025 Q3	$644K	Hold	2,000	–	–	0.17%	106
2025 Q2	$808K	Hold	2,000	–	–	0.24%	84
2025 Q1	$577K	Hold	2,000	–	–	0.17%	107
2024 Q4	$579K	Hold	2,000	–	–	0.18%	106
2024 Q3	$337K	Hold	2,000	–	–	0.11%	149
2024 Q2	$275K	Hold	2,000	–	–	0.1%	156
2024 Q1	$341K	Buy	+2,000	New	+$182K	0.14%	132

Other funds holding MSTR

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

LongView Wealth Management's MSTR Position: Q3 2026 in Review

LongView Wealth Management opened a new position in Strategy Inc (MSTR) in Q3 2026: 2,020 shares worth $309K. The stake represents 0.07% of the portfolio and ranks #181 among its holdings. This is a return to the name: LongView Wealth Management previously reported a position in MSTR as recently as Q1 2026.

LongView Wealth Management first reported a position in MSTR in Q1 2024 and has held it in 10 quarters since. The position peaked at $808K in Q2 2025. 446 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

LongView Wealth Management held 2,020 shares of Strategy Inc worth $309K as of Q3 2026.
Strategy Inc was a new LongView Wealth Management position in Q3 2026.
Strategy Inc made up 0.07% of LongView Wealth Management's portfolio in Q3 2026, its #181 holding.
LongView Wealth Management first reported a position in Strategy Inc in Q1 2024 and has held it in 10 quarters since.
LongView Wealth Management's Strategy Inc position peaked at $808K in Q2 2025.
446 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.