Mosley Wealth Management
MSTR icon

Mosley Wealth Management’s Strategy Inc MSTR Stock Holding History

Mosley Wealth 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 		$36.5K Sell
241
-272
-53% -$31.5K 0.01% 294
2026
Q2 		$44.6K Sell
513
-1,143
-69% -$166K 0.01% 264
2026
Q1 		$534K Buy
1,656
+18
+1% +$2.57K 0.24% 87
2025
Q4 		$542K Buy
+1,638
New +$377K 0.25% 93
2024
Q4 		$598K Sell
1,751
-19
-1% -$5.72K 0.37% 61
2024
Q3 		$388K Buy
+1,770
New +$253K 0.26% 84

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mosley Wealth Management's MSTR Position: Q3 2026 in Review

Mosley Wealth Management reduced its Strategy Inc (MSTR) stake by 53% in Q3 2026, selling an estimated $31.5K and leaving 241 shares worth $36.5K. The position accounts for 0.01% of the portfolio, ranked #294.

Mosley Wealth Management first reported a position in MSTR in Q3 2024 and has held it in 6 quarters since. The position peaked at $598K in Q4 2024. 788 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • Mosley Wealth Management held 241 shares of Strategy Inc worth $36.5K as of Q3 2026.
  • Mosley Wealth Management sold 272 Strategy Inc shares in Q3 2026, an estimated $31.5K.
  • Strategy Inc made up 0.01% of Mosley Wealth Management's portfolio in Q3 2026, its #294 holding.
  • Mosley Wealth Management first reported a position in Strategy Inc in Q3 2024 and has held it in 6 quarters since.
  • Mosley Wealth Management's Strategy Inc position peaked at $598K in Q4 2024.
  • 788 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.