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Trust Company’s Strategy Inc MSTR Stock Holding History

Trust Company’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 		$7.66K Hold
50
– – ﹤0.01% 459
2026
Q2 		$4.35K Sell
50
-1
-2% -$145 ﹤0.01% 492
2026
Q1 		$6.37K Hold
51
– – ﹤0.01% 462
2025
Q4 		$7.75K Buy
51
+1
+2% +$230 ﹤0.01% 453
2025
Q3 		$16.1K Hold
50
– – ﹤0.01% 295
2025
Q2 		$20.2K Hold
50
– – ﹤0.01% 276
2025
Q1 		$14.4K Hold
50
– – ﹤0.01% 317
2024
Q4 		$14.5K Buy
50
+10
+25% +$3.01K ﹤0.01% 307
2024
Q3 		$6.74K Buy
+40
New +$5.72K ﹤0.01% 305

Other funds holding MSTR

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RA
REX Advisers Fairfield, Connecticut $21.1M AUM 369.34% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Trust Company's MSTR Position: Q3 2026 in Review

Trust Company held its Strategy Inc (MSTR) position steady in Q3 2026 at 50 shares worth $7.66K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Trust Company first reported a position in MSTR in Q3 2024 and has held it in 9 quarters since. The position peaked at $20.2K in Q2 2025. 34 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • Trust Company held 50 shares of Strategy Inc worth $7.66K as of Q3 2026.
  • Trust Company left its Strategy Inc share count unchanged in Q3 2026.
  • Strategy Inc made up ﹤0.01% of Trust Company's portfolio in Q3 2026, its #459 holding.
  • Trust Company first reported a position in Strategy Inc in Q3 2024 and has held it in 9 quarters since.
  • Trust Company's Strategy Inc position peaked at $20.2K in Q2 2025.
  • 34 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.