15 Wealth Advisors LLC’s Strategy Inc MSTR Stock Holding History

15 Wealth Advisors LLC’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	$205K	Buy	+1,338	New	+$155K	0.05%	106

Other funds holding MSTR

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

KIG

Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

WFC

Western Financial Corp San Diego, California $300M AUM 87.13% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

15 Wealth Advisors LLC's MSTR Position: Q3 2026 in Review

15 Wealth Advisors LLC opened a new position in Strategy Inc (MSTR) in Q3 2026: 1,338 shares worth $205K. The stake represents 0.05% of the portfolio and ranks #106 among its holdings.

89 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

15 Wealth Advisors LLC held 1,338 shares of Strategy Inc worth $205K as of Q3 2026.
Strategy Inc was a new 15 Wealth Advisors LLC position in Q3 2026.
Strategy Inc made up 0.05% of 15 Wealth Advisors LLC's portfolio in Q3 2026, its #106 holding.
89 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on 15 Wealth Advisors LLC's 13F filing for Q3 2026, filed 14 Oct 2026.