Moisand Fitzgerald Tamayo’s Strategy Inc MSTR Stock Holding History

Moisand Fitzgerald Tamayo’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 Q2	$38.3K	Hold	441	–	–	﹤0.01%	234
2026 Q1	$55K	Hold	441	–	–	0.01%	191
2025 Q4	$67K	Hold	441	–	–	0.01%	173
2025 Q3	$142K	Buy	441 +219	+99%	+$81.3K	0.02%	136
2025 Q2	$89.7K	Hold	222	–	–	0.01%	154
2025 Q1	$64K	Buy	+222	New	+$70.5K	0.01%	169

Other funds holding MSTR

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

VIPI

Vista Investment Partners II Richmond, Indiana $255M AUM 32.07% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Moisand Fitzgerald Tamayo's MSTR Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Strategy Inc (MSTR) position steady in Q2 2026 at 441 shares worth $38.3K. The position accounts for ﹤0.01% of the portfolio, ranked #234.

Moisand Fitzgerald Tamayo first reported a position in MSTR in Q1 2025 and has held it in 6 quarters since. The position peaked at $142K in Q3 2025. 146 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Moisand Fitzgerald Tamayo held 441 shares of Strategy Inc worth $38.3K as of Q2 2026.
Moisand Fitzgerald Tamayo left its Strategy Inc share count unchanged in Q2 2026.
Strategy Inc made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #234 holding.
Moisand Fitzgerald Tamayo first reported a position in Strategy Inc in Q1 2025 and has held it in 6 quarters since.
Moisand Fitzgerald Tamayo's Strategy Inc position peaked at $142K in Q3 2025.
146 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.