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 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

OIAM

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Lauer Wealth Valparaiso, Indiana $167M AUM 23.59% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

KIG

Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return

Strong Tower Advisory Services's MSTR Position: Q2 2026 in Review

Strong Tower Advisory Services increased its Strategy Inc (MSTR) stake by 4.1% in Q2 2026, buying an estimated $794K and bringing the position to 140,149 shares worth $12.2M. The position accounts for 2.18% of the portfolio, ranked #15.

Strong Tower Advisory Services first reported a position in MSTR in Q4 2023 and has held it in 11 quarters since. The position peaked at $54.2M in Q2 2025. 123 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Strong Tower Advisory Services held 140,149 shares of Strategy Inc worth $12.2M as of Q2 2026.
Strong Tower Advisory Services bought 5,468 Strategy Inc shares in Q2 2026, an estimated $794K.
Strategy Inc made up 2.18% of Strong Tower Advisory Services's portfolio in Q2 2026, its #15 holding.
Strong Tower Advisory Services first reported a position in Strategy Inc in Q4 2023 and has held it in 11 quarters since.
Strong Tower Advisory Services's Strategy Inc position peaked at $54.2M in Q2 2025.
123 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Strong Tower Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.