Raymond James Financial’s Strategy Inc MSTR Stock Holding History

Raymond James Financial’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	$13.2M	Buy	86,474 +3,610	+4%	+$418K	﹤0.01%	1886
2026 Q2	$7.2M	Sell	82,864 -3,790	-4%	-$550K	﹤0.01%	2434
2026 Q1	$10.8M	Buy	86,654 +563	+0.7%	+$80.5K	﹤0.01%	1952
2025 Q4	$13.1M	Sell	86,091 -2,230	-3%	-$513K	﹤0.01%	1753
2025 Q3	$28.5M	Sell	88,321 -11,576	-12%	-$4.29M	0.01%	1168
2025 Q2	$40.4M	Buy	99,897 +9,059	+10%	+$3.3M	0.01%	891
2025 Q1	$26.2M	Sell	90,838 -1,942	-2%	-$617K	0.01%	1107
2024 Q4	$26.9M	Buy	+92,780	New	+$27.9M	0.01%	1112

Other funds holding MSTR

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Raymond James Financial's MSTR Position: Q3 2026 in Review

Raymond James Financial increased its Strategy Inc (MSTR) stake by 4.4% in Q3 2026, buying an estimated $418K and bringing the position to 86,474 shares worth $13.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1886.

Raymond James Financial first reported a position in MSTR in Q4 2024 and has held it in 8 quarters since. The position peaked at $40.4M in Q2 2025. 843 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

Raymond James Financial held 86,474 shares of Strategy Inc worth $13.2M as of Q3 2026.
Raymond James Financial bought 3,610 Strategy Inc shares in Q3 2026, an estimated $418K.
Strategy Inc made up ﹤0.01% of Raymond James Financial's portfolio in Q3 2026, its #1886 holding.
Raymond James Financial first reported a position in Strategy Inc in Q4 2024 and has held it in 8 quarters since.
Raymond James Financial's Strategy Inc position peaked at $40.4M in Q2 2025.
843 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.