Physician Wealth Advisors’s Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock STRK Stock Holding History

Physician Wealth Advisors’s Portfolio STRK Stock Details STRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$11.6K	Hold	157	–	–	﹤0.01%	854
2026 Q2	$9.24K	Hold	157	–	–	﹤0.01%	891
2026 Q1	$11.1K	Hold	157	–	–	﹤0.01%	771
2025 Q4	$12.4K	Hold	157	–	–	﹤0.01%	705
2025 Q3	$14.4K	Buy	+157	New	+$16.3K	﹤0.01%	649

Other funds holding STRK

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Advent Capital Management New York $4.34B AUM 0.69% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.3B AUM 33.78% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

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

Physician Wealth Advisors held its Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock (STRK) position steady in Q3 2026 at 157 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

Physician Wealth Advisors first reported a position in STRK in Q3 2025 and has held it in 5 quarters since. The position peaked at $14.4K in Q3 2025. 45 funds tracked by Wall St. Rank hold STRK as of Q3 2026.

Physician Wealth Advisors held 157 shares of Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock worth $11.6K as of Q3 2026.
Physician Wealth Advisors left its Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock share count unchanged in Q3 2026.
Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #854 holding.
Physician Wealth Advisors first reported a position in Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock in Q3 2025 and has held it in 5 quarters since.
Physician Wealth Advisors's Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock position peaked at $14.4K in Q3 2025.
45 funds tracked by Wall St. Rank held Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock as of Q3 2026.

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