Pacific Capital Wealth Advisors’s Strategy Inc MSTR Stock Holding History

Pacific Capital Wealth 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	$3.09M	Sell	35,499 -3,598	-9%	-$522K	0.47%	23
2026 Q1	$4.88M	Buy	39,097 +10,008	+34%	+$1.43M	0.82%	16
2025 Q4	$4.42M	Sell	29,089 -6	-0%	-$1.38K	0.76%	19
2025 Q3	$9.37M	Buy	29,095 +6	+0%	+$2.23K	1.62%	12
2025 Q2	$11.5M	Buy	29,089 +368	+1%	+$134K	2.11%	12
2025 Q1	$8.28M	Hold	28,721	–	–	1.43%	13
2024 Q4	$8.32M	Buy	28,721 +6,800	+31%	+$2.05M	1.39%	13
2024 Q3	$3.7M	Buy	+21,921	New	+$3.13M	0.62%	23

Other funds holding MSTR

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

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $1.07B AUM 39.98% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return