Teamwork Financial Advisors’s Strategy Inc MSTR Stock Holding History

Teamwork Financial Advisors’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	$1.7M	Buy	19,515 +3,937	+25%	+$571K	0.15%	93
2026 Q1	$1.94M	Buy	15,578 +10,934	+235%	+$1.56M	0.21%	83
2025 Q4	$706K	Sell	4,644 -33,089	-88%	-$7.62M	0.07%	119
2025 Q3	$12.2M	Buy	37,733 +30,865	+449%	+$11.5M	1.25%	37
2025 Q2	$2.78M	Sell	6,868 -1,524	-18%	-$555K	0.32%	55
2025 Q1	$2.42M	Buy	8,392 +5,981	+248%	+$1.9M	0.32%	60
2024 Q4	$698K	Buy	2,411 +149	+7%	+$44.8K	0.09%	94
2024 Q3	$381K	Buy	+2,262	New	+$323K	0.05%	113

Other funds holding MSTR

OIAM

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

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 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

Teamwork Financial Advisors's MSTR Position: Q2 2026 in Review

Teamwork Financial Advisors increased its Strategy Inc (MSTR) stake by 25% in Q2 2026, buying an estimated $571K and bringing the position to 19,515 shares worth $1.7M. The position accounts for 0.15% of the portfolio, ranked #93.

Teamwork Financial Advisors first reported a position in MSTR in Q3 2024 and has held it in 8 quarters since. The position peaked at $12.2M in Q3 2025. 120 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Teamwork Financial Advisors held 19,515 shares of Strategy Inc worth $1.7M as of Q2 2026.
Teamwork Financial Advisors bought 3,937 Strategy Inc shares in Q2 2026, an estimated $571K.
Strategy Inc made up 0.15% of Teamwork Financial Advisors's portfolio in Q2 2026, its #93 holding.
Teamwork Financial Advisors first reported a position in Strategy Inc in Q3 2024 and has held it in 8 quarters since.
Teamwork Financial Advisors's Strategy Inc position peaked at $12.2M in Q3 2025.
120 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.