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 Q3	$286K	Sell	1,871 -17,644	-90%	-$2.04M	0.03%	144
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

ShariaPortfolio Lake Mary, Florida $284M AUM 32.6% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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

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

Capital Wealth Alliance Scottsdale, Arizona $229M AUM 20.18% 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

Teamwork Financial Advisors's MSTR Position: Q3 2026 in Review

Teamwork Financial Advisors reduced its Strategy Inc (MSTR) stake by 90% in Q3 2026, selling an estimated $2.04M and leaving 1,871 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #144.

Teamwork Financial Advisors first reported a position in MSTR in Q3 2024 and has held it in 9 quarters since. The position peaked at $12.2M in Q3 2025. 187 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

Teamwork Financial Advisors held 1,871 shares of Strategy Inc worth $286K as of Q3 2026.
Teamwork Financial Advisors sold 17,644 Strategy Inc shares in Q3 2026, an estimated $2.04M.
Strategy Inc made up 0.03% of Teamwork Financial Advisors's portfolio in Q3 2026, its #144 holding.
Teamwork Financial Advisors first reported a position in Strategy Inc in Q3 2024 and has held it in 9 quarters since.
Teamwork Financial Advisors's Strategy Inc position peaked at $12.2M in Q3 2025.
187 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Teamwork Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.