Mather Group
MSTR icon

Mather Group’s Strategy Inc MSTR Stock Holding History

Mather Group’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 		$5.78K Buy
38
+35
+1,167% +$4.05K ﹤0.01% 1785
2026
Q2 		$236 Sell
3
-20
-87% -$2.9K ﹤0.01% 1861
2026
Q1 		$2.84K Buy
+23
New +$3.29K ﹤0.01% 1656
2025
Q4 		– Sell
-9
Closed -$2.81K – 1274
2025
Q3 		$2.81K Buy
+9
New +$3.34K ﹤0.01% 1497
2025
Q2 		– Sell
-104
Closed -$29.9K – 1304
2025
Q1 		$29.9K Buy
104
+4
+4% +$1.27K ﹤0.01% 1001
2024
Q4 		$29K Hold
100
– – ﹤0.01% 988
2024
Q3 		$16.9K Sell
100
-10
-9% -$1.43K ﹤0.01% 1090
2024
Q2 		$18.8K Buy
110
+10
+10% +$1.44K ﹤0.01% 1275
2024
Q1 		$6.32K Buy
+100
New +$9.12K ﹤0.01% 1308

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

Mather Group's MSTR Position: Q3 2026 in Review

Mather Group increased its Strategy Inc (MSTR) stake by 1,167% in Q3 2026, buying an estimated $4.05K and bringing the position to 38 shares worth $5.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1785.

Mather Group first reported a position in MSTR in Q1 2024 and has held it in 9 quarters since. The position peaked at $29.9K in Q1 2025. 232 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • Mather Group held 38 shares of Strategy Inc worth $5.78K as of Q3 2026.
  • Mather Group bought 35 Strategy Inc shares in Q3 2026, an estimated $4.05K.
  • Strategy Inc made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1785 holding.
  • Mather Group first reported a position in Strategy Inc in Q1 2024 and has held it in 9 quarters since.
  • Mather Group's Strategy Inc position peaked at $29.9K in Q1 2025.
  • 232 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.