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Valeo Financial Advisors’s Strategy Inc MSTR Stock Holding History

Valeo 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 		$549K Sell
3,588
-1,259
-26% -$146K 0.01% 435
2026
Q2 		$421K Buy
4,847
+748
+18% +$109K 0.01% 504
2026
Q1 		$512K Buy
4,099
+2,249
+122% +$322K 0.01% 401
2025
Q4 		$281K Sell
1,850
-1,576
-46% -$363K 0.01% 647
2025
Q3 		$1.1M Sell
3,426
-73
-2% -$27.1K 0.03% 281
2025
Q2 		$1.41M Sell
3,499
-263
-7% -$95.8K 0.03% 218
2025
Q1 		$1.08M Buy
3,762
+1,785
+90% +$567K 0.03% 249
2024
Q4 		$572K Buy
1,977
+1,537
+349% +$462K 0.02% 382
2024
Q3 		$74.2K Buy
+440
New +$62.9K ﹤0.01% 682
2021
Q2 		– Sell
-50
Closed -$3K – 1308
2021
Q1 		$3K Buy
+50
New +$3.53K ﹤0.01% 1715

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
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

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

Valeo Financial Advisors reduced its Strategy Inc (MSTR) stake by 26% in Q3 2026, selling an estimated $146K and leaving 3,588 shares worth $549K. The position accounts for 0.01% of the portfolio, ranked #435.

Valeo Financial Advisors first reported a position in MSTR in Q1 2021 and has held it in 10 quarters since. The position peaked at $1.41M in Q2 2025. 34 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • Valeo Financial Advisors held 3,588 shares of Strategy Inc worth $549K as of Q3 2026.
  • Valeo Financial Advisors sold 1,259 Strategy Inc shares in Q3 2026, an estimated $146K.
  • Strategy Inc made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #435 holding.
  • Valeo Financial Advisors first reported a position in Strategy Inc in Q1 2021 and has held it in 10 quarters since.
  • Valeo Financial Advisors's Strategy Inc position peaked at $1.41M in Q2 2025.
  • 34 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.