Oxler Private Wealth
MSTR icon

Oxler Private Wealth’s Strategy Inc MSTR Stock Holding History

Oxler Private Wealth’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 		$2.16M Buy
14,087
+6,089
+76% +$704K 0.58% 29
2026
Q2 		$695K Buy
7,998
+3,262
+69% +$474K 0.2% 55
2026
Q1 		$591K Buy
4,736
+58
+1% +$8.29K 0.19% 59
2025
Q4 		$711K Sell
4,678
-439
-9% -$101K 0.21% 52
2025
Q3 		$1.65M Buy
5,117
+1,317
+35% +$489K 0.48% 34
2025
Q2 		$1.54M Buy
3,800
+82
+2% +$29.9K 0.48% 34
2025
Q1 		$1.07M Buy
3,718
+292
+9% +$92.7K 0.38% 42
2024
Q4 		$992K Buy
3,426
+1,086
+46% +$327K 0.33% 45
2024
Q3 		$395K Buy
2,340
+250
+12% +$35.7K 0.14% 67
2024
Q2 		$288K Buy
2,090
+170
+9% +$24.5K 0.11% 73
2024
Q1 		$327K Buy
+1,920
New +$175K 0.13% 71

Other funds holding MSTR

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Pilgrim Partners Asia
Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $171B AUM 106.6% 1-Year Est. Return

Oxler Private Wealth's MSTR Position: Q3 2026 in Review

Oxler Private Wealth increased its Strategy Inc (MSTR) stake by 76% in Q3 2026, buying an estimated $704K and bringing the position to 14,087 shares worth $2.16M. The position accounts for 0.58% of the portfolio, ranked #29.

Oxler Private Wealth first reported a position in MSTR in Q1 2024 and has held it in 11 quarters since. 479 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • Oxler Private Wealth held 14,087 shares of Strategy Inc worth $2.16M as of Q3 2026.
  • Oxler Private Wealth bought 6,089 Strategy Inc shares in Q3 2026, an estimated $704K.
  • Strategy Inc made up 0.58% of Oxler Private Wealth's portfolio in Q3 2026, its #29 holding.
  • Oxler Private Wealth first reported a position in Strategy Inc in Q1 2024 and has held it in 11 quarters since.
  • 479 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Oxler Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.