Meriwether Wealth & Planning’s Strategy Inc MSTR Stock Holding History

Meriwether Wealth & Planning’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	$2.6K	Buy	+17	New	+$1.97K	﹤0.01%	610

Other funds holding MSTR

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

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

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

ShariaPortfolio Lake Mary, Florida $284M AUM 32.6% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

Meriwether Wealth & Planning's MSTR Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Strategy Inc (MSTR) in Q3 2026: 17 shares worth $2.6K. The stake represents ﹤0.01% of the portfolio and ranks #610 among its holdings.

337 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

Meriwether Wealth & Planning held 17 shares of Strategy Inc worth $2.6K as of Q3 2026.
Strategy Inc was a new Meriwether Wealth & Planning position in Q3 2026.
Strategy Inc made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #610 holding.
337 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.