Tanager Wealth Management
MSTR icon

Tanager Wealth Management’s Strategy Inc MSTR Stock Holding History

Tanager Wealth Management’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 		$284K Buy
+1,856
New +$215K 0.02% 132
2026
Q2 		– Sell
-1,731
Closed -$216K – 167
2026
Q1 		$216K Sell
1,731
-317
-15% -$45.3K 0.02% 137
2025
Q4 		$311K Buy
2,048
+259
+14% +$59.6K 0.03% 105
2025
Q3 		$576K Buy
1,789
+118
+7% +$43.8K 0.06% 72
2025
Q2 		$675K Buy
+1,671
New +$609K 0.08% 67

Other funds holding MSTR

ShariaPortfolio
ShariaPortfolio Lake Mary, Florida $284M AUM 32.6% 1-Year Est. Return
Strong Tower Advisory Services
Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Vista Investment Partners II
Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Capital Wealth Alliance
Capital Wealth Alliance Scottsdale, Arizona $229M AUM 20.18% 1-Year Est. Return

Tanager Wealth Management's MSTR Position: Q3 2026 in Review

Tanager Wealth Management opened a new position in Strategy Inc (MSTR) in Q3 2026: 1,856 shares worth $284K. The stake represents 0.02% of the portfolio and ranks #132 among its holdings. This is a return to the name: Tanager Wealth Management previously reported a position in MSTR as recently as Q1 2026.

Tanager Wealth Management first reported a position in MSTR in Q2 2025 and has held it in 5 quarters since. The position peaked at $675K in Q2 2025. 232 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • Tanager Wealth Management held 1,856 shares of Strategy Inc worth $284K as of Q3 2026.
  • Strategy Inc was a new Tanager Wealth Management position in Q3 2026.
  • Strategy Inc made up 0.02% of Tanager Wealth Management's portfolio in Q3 2026, its #132 holding.
  • Tanager Wealth Management first reported a position in Strategy Inc in Q2 2025 and has held it in 5 quarters since.
  • Tanager Wealth Management's Strategy Inc position peaked at $675K in Q2 2025.
  • 232 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Tanager Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.