MAM
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Marquette Asset Management’s Strategy Inc MSTR Stock Holding History

Marquette 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 		$5.97K Buy
+39
New +$4.51K ﹤0.01% 345
2026
Q2 		– Sell
-37
Closed -$4.62K – 913
2026
Q1 		$4.62K Buy
37
+7
+23% +$1K ﹤0.01% 373
2025
Q4 		$4.56K Buy
30
+7
+30% +$1.61K ﹤0.01% 339
2025
Q3 		$7.41K Buy
+23
New +$8.53K ﹤0.01% 262

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

Marquette Asset Management's MSTR Position: Q3 2026 in Review

Marquette Asset Management opened a new position in Strategy Inc (MSTR) in Q3 2026: 39 shares worth $5.97K. The stake represents ﹤0.01% of the portfolio and ranks #345 among its holdings. This is a return to the name: Marquette Asset Management previously reported a position in MSTR as recently as Q1 2026.

Marquette Asset Management first reported a position in MSTR in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.41K in Q3 2025. 34 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • Marquette Asset Management held 39 shares of Strategy Inc worth $5.97K as of Q3 2026.
  • Strategy Inc was a new Marquette Asset Management position in Q3 2026.
  • Strategy Inc made up ﹤0.01% of Marquette Asset Management's portfolio in Q3 2026, its #345 holding.
  • Marquette Asset Management first reported a position in Strategy Inc in Q3 2025 and has held it in 4 quarters since.
  • Marquette Asset Management's Strategy Inc position peaked at $7.41K in Q3 2025.
  • 34 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

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