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 Q3	–	Sell	-271	Closed	-$23.6K	–	870
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

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

VIPI

Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

WFC

Western Financial Corp San Diego, California $300M AUM 87.13% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return

Salem Investment Counselors's MSTR Position: Q3 2026 in Review

Salem Investment Counselors sold out of Strategy Inc (MSTR) in Q3 2026, closing a stake of 271 shares — an estimated $23.6K sold.

Salem Investment Counselors first reported a position in MSTR in Q1 2024 and held it in 9 quarters. The position peaked at $2.12M in Q2 2025. 105 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

Salem Investment Counselors reported no remaining Strategy Inc position as of Q3 2026 after selling out during the quarter.
Salem Investment Counselors sold 271 Strategy Inc shares in Q3 2026, an estimated $23.6K.
Salem Investment Counselors first reported a position in Strategy Inc in Q1 2024 and held it in 9 quarters.
Salem Investment Counselors's Strategy Inc position peaked at $2.12M in Q2 2025.
105 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Salem Investment Counselors's 13F filing for Q3 2026, filed 13 Oct 2026.