Physician Wealth Advisors
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Physician Wealth Advisors’s Strategy Inc MSTR Stock Holding History

Physician 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
Q3 		$28.7K Buy
188
+116
+161% +$13.4K ﹤0.01% 593
2026
Q2 		$6.22K Sell
72
-77
-52% -$11.2K ﹤0.01% 1012
2026
Q1 		$18.5K Buy
149
+80
+116% +$11.4K ﹤0.01% 640
2025
Q4 		$10.4K Sell
69
-17
-20% -$3.91K ﹤0.01% 759
2025
Q3 		$27.5K Buy
86
+34
+65% +$12.6K ﹤0.01% 498
2025
Q2 		$21K Sell
52
-1
-2% -$364 ﹤0.01% 503
2025
Q1 		$15.3K Buy
53
+24
+83% +$7.62K ﹤0.01% 534
2024
Q4 		$8.4K Buy
+29
New +$8.73K ﹤0.01% 652

Other funds holding MSTR

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ShariaPortfolio
ShariaPortfolio Lake Mary, Florida $284M AUM 32.6% 1-Year Est. Return
Strong Tower Advisory Services
Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

Physician Wealth Advisors's MSTR Position: Q3 2026 in Review

Physician Wealth Advisors increased its Strategy Inc (MSTR) stake by 161% in Q3 2026, buying an estimated $13.4K and bringing the position to 188 shares worth $28.7K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Physician Wealth Advisors first reported a position in MSTR in Q4 2024 and has held it in 8 quarters since. 338 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • Physician Wealth Advisors held 188 shares of Strategy Inc worth $28.7K as of Q3 2026.
  • Physician Wealth Advisors bought 116 Strategy Inc shares in Q3 2026, an estimated $13.4K.
  • Strategy Inc made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #593 holding.
  • Physician Wealth Advisors first reported a position in Strategy Inc in Q4 2024 and has held it in 8 quarters since.
  • 338 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.