Moisand Fitzgerald Tamayo’s Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock STRK Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio STRK Stock Details STRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$54.5K	Buy	735 +19	+3%	+$1.29K	0.01%	213
2026 Q2	$42.1K	Buy	716 +24	+3%	+$1.71K	﹤0.01%	227
2026 Q1	$48.9K	Buy	692 +19	+3%	+$1.52K	0.01%	200
2025 Q4	$53K	Buy	673 +16	+2%	+$1.38K	0.01%	193
2025 Q3	$60.2K	Buy	657 +14	+2%	+$1.46K	0.01%	179
2025 Q2	$77.8K	Buy	+643	New	+$61.5K	0.01%	159

Other funds holding STRK

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

UIA

Ulland Investment Advisors Minneapolis, Minnesota $142M AUM 22.97% 1-Year Est. Return

AWAP

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Moisand Fitzgerald Tamayo's STRK Position: Q3 2026 in Review

Moisand Fitzgerald Tamayo increased its Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock (STRK) stake by 2.7% in Q3 2026, buying an estimated $1.29K and bringing the position to 735 shares worth $54.5K. The position accounts for 0.01% of the portfolio, ranked #213.

Moisand Fitzgerald Tamayo first reported a position in STRK in Q2 2025 and has held it in 6 quarters since. The position peaked at $77.8K in Q2 2025. 8 funds tracked by Wall St. Rank hold STRK as of Q3 2026.

Moisand Fitzgerald Tamayo held 735 shares of Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock worth $54.5K as of Q3 2026.
Moisand Fitzgerald Tamayo bought 19 Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock shares in Q3 2026, an estimated $1.29K.
Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock made up 0.01% of Moisand Fitzgerald Tamayo's portfolio in Q3 2026, its #213 holding.
Moisand Fitzgerald Tamayo first reported a position in Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock in Q2 2025 and has held it in 6 quarters since.
Moisand Fitzgerald Tamayo's Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock position peaked at $77.8K in Q2 2025.
8 funds tracked by Wall St. Rank held Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock as of Q3 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2026, filed 15 Oct 2026.