Quaker Wealth Management
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Quaker Wealth Management’s Strategy Inc MSTR Stock Holding History

Quaker Wealth Management’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 		$46.8K Buy
306
+296
+2,960% +$34.2K 0.01% 174
2026
Q2 		$870 Sell
10
-198
-95% -$28.7K ﹤0.01% 608
2026
Q1 		$26K Buy
208
+3
+1% +$429 0.01% 231
2025
Q4 		$31.2K Buy
205
+3
+1% +$691 0.01% 215
2025
Q3 		$65.1K Sell
202
-2
-1% -$742 0.02% 141
2025
Q2 		$82.5K Buy
+204
New +$74.3K 0.03% 119

Other funds holding MSTR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Quaker Wealth Management's MSTR Position: Q3 2026 in Review

Quaker Wealth Management increased its Strategy Inc (MSTR) stake by 2,960% in Q3 2026, buying an estimated $34.2K and bringing the position to 306 shares worth $46.8K. The position accounts for 0.01% of the portfolio, ranked #174.

Quaker Wealth Management first reported a position in MSTR in Q2 2025 and has held it in 6 quarters since. The position peaked at $82.5K in Q2 2025. 515 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • Quaker Wealth Management held 306 shares of Strategy Inc worth $46.8K as of Q3 2026.
  • Quaker Wealth Management bought 296 Strategy Inc shares in Q3 2026, an estimated $34.2K.
  • Strategy Inc made up 0.01% of Quaker Wealth Management's portfolio in Q3 2026, its #174 holding.
  • Quaker Wealth Management first reported a position in Strategy Inc in Q2 2025 and has held it in 6 quarters since.
  • Quaker Wealth Management's Strategy Inc position peaked at $82.5K in Q2 2025.
  • 515 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Quaker Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.