Strong Tower Advisory Services’s Strategy Inc MSTR Stock Holding History

Strong Tower 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	$22.5M	Buy	147,128 +6,979	+5%	+$807K	3.96%	7
2026 Q2	$12.2M	Buy	140,149 +5,468	+4%	+$794K	2.18%	15
2026 Q1	$16.8M	Buy	134,681 +5,948	+5%	+$850K	3.16%	7
2025 Q4	$19.6M	Buy	128,733 +38,752	+43%	+$8.92M	3.5%	5
2025 Q3	$29M	Sell	89,981 -44,094	-33%	-$16.4M	5.49%	1
2025 Q2	$54.2M	Sell	134,075 -1,379	-1%	-$502K	10.69%	1
2025 Q1	$36.3M	Sell	135,454 -24,757	-15%	-$7.86M	8.93%	1
2024 Q4	$46.4M	Sell	160,211 -457	-0.3%	-$138K	12.11%	1
2024 Q3	$27.1M	Buy	160,668 +13,268	+9%	+$1.9M	7.55%	1
2024 Q2	$20.3M	Buy	147,400 +5,250	+4%	+$756K	6.66%	2
2024 Q1	$23.3M	Buy	142,150 +38,190	+37%	+$3.48M	9.35%	1
2023 Q4	$6.57M	Buy	+103,960	New	+$4.93M	2.91%	10

Other funds holding MSTR

ShariaPortfolio Lake Mary, Florida $284M AUM 32.6% 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

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

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

Strong Tower Advisory Services's MSTR Position: Q3 2026 in Review

Strong Tower Advisory Services increased its Strategy Inc (MSTR) stake by 5% in Q3 2026, buying an estimated $807K and bringing the position to 147,128 shares worth $22.5M. The position accounts for 3.96% of the portfolio, ranked #7.

Strong Tower Advisory Services first reported a position in MSTR in Q4 2023 and has held it in 12 quarters since. The position peaked at $54.2M in Q2 2025. 151 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

Strong Tower Advisory Services held 147,128 shares of Strategy Inc worth $22.5M as of Q3 2026.
Strong Tower Advisory Services bought 6,979 Strategy Inc shares in Q3 2026, an estimated $807K.
Strategy Inc made up 3.96% of Strong Tower Advisory Services's portfolio in Q3 2026, its #7 holding.
Strong Tower Advisory Services first reported a position in Strategy Inc in Q4 2023 and has held it in 12 quarters since.
Strong Tower Advisory Services's Strategy Inc position peaked at $54.2M in Q2 2025.
151 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Strong Tower Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.