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 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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

VIPI

Vista Investment Partners II Richmond, Indiana $255M AUM 32.07% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Physician Wealth Advisors's MSTR Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Strategy Inc (MSTR) stake by 52% in Q2 2026, selling an estimated $11.2K and leaving 72 shares worth $6.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

Physician Wealth Advisors first reported a position in MSTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $27.5K in Q3 2025. 146 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Physician Wealth Advisors held 72 shares of Strategy Inc worth $6.22K as of Q2 2026.
Physician Wealth Advisors sold 77 Strategy Inc shares in Q2 2026, an estimated $11.2K.
Strategy Inc made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1012 holding.
Physician Wealth Advisors first reported a position in Strategy Inc in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Strategy Inc position peaked at $27.5K in Q3 2025.
146 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.