Stelac Advisory Services’s Strategy Inc MSTR Stock Holding History

Stelac Advisory Services’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	$113K	Buy	+740	New	+$85.6K	0.02%	157
2026 Q1	–	Sell	-740	Closed	-$112K	–	168
2025 Q4	$112K	Hold	740	–	–	0.04%	110
2025 Q3	$238K	Hold	740	–	–	0.08%	74
2025 Q2	$299K	Hold	740	–	–	0.11%	68
2025 Q1	$213K	Hold	740	–	–	0.09%	72
2024 Q4	$214K	Hold	740	–	–	0.08%	80
2024 Q3	$125K	Hold	740	–	–	0.05%	99
2024 Q2	$102K	Hold	740	–	–	0.04%	106
2024 Q1	$126K	Buy	+740	New	+$67.5K	0.06%	96

Other funds holding MSTR

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Stelac Advisory Services's MSTR Position: Q3 2026 in Review

Stelac Advisory Services opened a new position in Strategy Inc (MSTR) in Q3 2026: 740 shares worth $113K. The stake represents 0.02% of the portfolio and ranks #157 among its holdings. This is a return to the name: Stelac Advisory Services previously reported a position in MSTR as recently as Q4 2025.

Stelac Advisory Services first reported a position in MSTR in Q1 2024 and has held it in 9 quarters since. The position peaked at $299K in Q2 2025. 614 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

Stelac Advisory Services held 740 shares of Strategy Inc worth $113K as of Q3 2026.
Strategy Inc was a new Stelac Advisory Services position in Q3 2026.
Strategy Inc made up 0.02% of Stelac Advisory Services's portfolio in Q3 2026, its #157 holding.
Stelac Advisory Services first reported a position in Strategy Inc in Q1 2024 and has held it in 9 quarters since.
Stelac Advisory Services's Strategy Inc position peaked at $299K in Q2 2025.
614 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Stelac Advisory Services's 13F filing for Q3 2026, filed 10 Nov 2026.