Salem Investment Counselors’s Strategy Inc MSTR Stock Holding History

Salem Investment Counselors’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	$23.6K	Buy	271 +10	+4%	+$1.45K	﹤0.01%	743
2026 Q1	$32.6K	Buy	+261	New	+$37.3K	﹤0.01%	682
2025 Q4	–	Sell	-5,236	Closed	-$1.69M	–	857
2025 Q3	$1.69M	Sell	5,236 -15	-0.3%	-$5.57K	0.05%	168
2025 Q2	$2.12M	Buy	5,251 +4,853	+1,219%	+$1.77M	0.07%	151
2025 Q1	$115K	Buy	398 +7	+2%	+$2.22K	﹤0.01%	433
2024 Q4	$113K	Buy	391 +151	+63%	+$45.4K	﹤0.01%	435
2024 Q3	$40.5K	Buy	240 +20	+9%	+$2.86K	﹤0.01%	626
2024 Q2	$30.3K	Sell	220 -100	-31%	-$14.4K	﹤0.01%	660
2024 Q1	$54.5K	Buy	+320	New	+$29.2K	﹤0.01%	538

Other funds holding MSTR

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Salem Investment Counselors's MSTR Position: Q2 2026 in Review

Salem Investment Counselors increased its Strategy Inc (MSTR) stake by 3.8% in Q2 2026, buying an estimated $1.45K and bringing the position to 271 shares worth $23.6K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Salem Investment Counselors first reported a position in MSTR in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.12M in Q2 2025. 287 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Salem Investment Counselors held 271 shares of Strategy Inc worth $23.6K as of Q2 2026.
Salem Investment Counselors bought 10 Strategy Inc shares in Q2 2026, an estimated $1.45K.
Strategy Inc made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #743 holding.
Salem Investment Counselors first reported a position in Strategy Inc in Q1 2024 and has held it in 9 quarters since.
Salem Investment Counselors's Strategy Inc position peaked at $2.12M in Q2 2025.
287 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.