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REX Advisers’s Strategy Inc MSTR Stock Holding History

REX Advisers’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
Q2 		– Sell
-45,700
Closed -$100K – 91
2026
Q1 		$100K Sell
45,700
-800
-2% -$114K 0.3% 35
2025
Q4 		$190K Buy
+46,500
New +$10.7M 0.8% 29

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
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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

REX Advisers's MSTR Position: Q3 2026 in Review

REX Advisers opened a new position in Strategy Inc (MSTR) in Q3 2026: 6,100 shares worth $943K. The stake represents 4.47% of the portfolio and ranks #9 among its holdings.

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

  • REX Advisers held 6,100 shares of Strategy Inc worth $943K as of Q3 2026.
  • Strategy Inc was a new REX Advisers position in Q3 2026.
  • Strategy Inc made up 4.47% of REX Advisers's portfolio in Q3 2026, its #9 holding.
  • 26 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on REX Advisers's 13F filing for Q3 2026, filed 8 Oct 2026.