MCIA
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Mountain Capital Investment Advisors’s Strategy Inc MSTR Stock Holding History

Mountain Capital Investment Advisors’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 		$240K Buy
2,759
+490
+22% +$71.1K 0.03% 73
2026
Q1 		$384K Buy
2,269
+463
+26% +$66.2K 0.06% 51
2025
Q4 		$295K Buy
1,806
+21
+1% +$4.83K 0.05% 61
2025
Q3 		$604K Buy
1,785
+543
+44% +$201K 0.11% 33
2025
Q2 		$464K Buy
1,242
+200
+19% +$72.9K 0.09% 28
2025
Q1 		$365K Buy
1,042
+95
+10% +$30.2K 0.08% 37
2024
Q4 		$375K Buy
+947
New +$285K 0.08% 35

Other funds holding MSTR

STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
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
LW
Lauer Wealth Valparaiso, Indiana $167M AUM 23.59% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return