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Retirement Wealth Solutions’s Strategy Inc MSTR Stock Holding History

Retirement Wealth Solutions’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 		$3.67K Hold
24
– – ﹤0.01% 457
2026
Q2 		$2.09K Sell
24
-1
-4% -$145 ﹤0.01% 520
2026
Q1 		$3.12K Buy
+25
New +$3.57K ﹤0.01% 406
2025
Q4 		– Sell
-21
Closed -$6.77K – 818
2025
Q3 		$6.77K Buy
+21
New +$7.79K ﹤0.01% 266

Other funds holding MSTR

MSV
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
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RA
REX Advisers Fairfield, Connecticut $21.1M AUM 369.34% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Retirement Wealth Solutions's MSTR Position: Q3 2026 in Review

Retirement Wealth Solutions held its Strategy Inc (MSTR) position steady in Q3 2026 at 24 shares worth $3.67K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Retirement Wealth Solutions first reported a position in MSTR in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.77K in Q3 2025. 34 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • Retirement Wealth Solutions held 24 shares of Strategy Inc worth $3.67K as of Q3 2026.
  • Retirement Wealth Solutions left its Strategy Inc share count unchanged in Q3 2026.
  • Strategy Inc made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #457 holding.
  • Retirement Wealth Solutions first reported a position in Strategy Inc in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's Strategy Inc position peaked at $6.77K in Q3 2025.
  • 34 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.