ShariaPortfolio’s Strategy Inc MSTR Stock Holding History

ShariaPortfolio’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	$23.1M	Buy	151,123 +1,887	+1%	+$218K	8.14%	6
2026 Q2	$13M	Buy	149,236 +21,478	+17%	+$3.12M	4.59%	6
2026 Q1	$15.9M	Sell	127,758 -22,567	-15%	-$3.23M	7.06%	6
2025 Q4	$22.8M	Buy	150,325 +43,833	+41%	+$10.1M	9.62%	5
2025 Q3	$34.3M	Buy	106,492 +16,354	+18%	+$6.07M	13.13%	3
2025 Q2	$36.4M	Buy	90,138 +2,541	+3%	+$926K	15.6%	2
2025 Q1	$25.3M	Sell	87,597 -7,718	-8%	-$2.45M	13.12%	4
2024 Q4	$27.6M	Sell	95,315 -21,558	-18%	-$6.49M	13.08%	3
2024 Q3	$19.7M	Buy	116,873 +21,173	+22%	+$3.03M	10.48%	4
2024 Q2	$13.2M	Buy	95,700 +19,570	+26%	+$2.82M	7.11%	5
2024 Q1	$13M	Buy	76,130 +64,300	+544%	+$5.86M	7.48%	6
2023 Q4	$747K	Buy	11,830 +2,080	+21%	+$98.6K	0.51%	29
2023 Q3	$320K	Buy	+9,750	New	+$367K	0.25%	37

Other funds holding MSTR

STAS

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

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 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

CWA

Capital Wealth Alliance Scottsdale, Arizona $229M AUM 20.18% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

KIG

Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return

ShariaPortfolio's MSTR Position: Q3 2026 in Review

ShariaPortfolio increased its Strategy Inc (MSTR) stake by 1.3% in Q3 2026, buying an estimated $218K and bringing the position to 151,123 shares worth $23.1M. The position accounts for 8.14% of the portfolio, ranked #6.

ShariaPortfolio first reported a position in MSTR in Q3 2023 and has held it in 13 quarters since. The position peaked at $36.4M in Q2 2025. 154 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

ShariaPortfolio held 151,123 shares of Strategy Inc worth $23.1M as of Q3 2026.
ShariaPortfolio bought 1,887 Strategy Inc shares in Q3 2026, an estimated $218K.
Strategy Inc made up 8.14% of ShariaPortfolio's portfolio in Q3 2026, its #6 holding.
ShariaPortfolio first reported a position in Strategy Inc in Q3 2023 and has held it in 13 quarters since.
ShariaPortfolio's Strategy Inc position peaked at $36.4M in Q2 2025.
154 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on ShariaPortfolio's 13F filing for Q3 2026, filed 20 Oct 2026.