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 Q2	$18.2K	Sell	400 -1,200	-75%	-$174K	﹤0.01%	826
2026 Q1	$67.3K	Buy	1,600 +600	+60%	+$85.8K	﹤0.01%	720
2025 Q4	$18.2K	Sell	1,000 -2,000	-67%	-$460K	﹤0.01%	826
2025 Q3	$375K	Buy	3,000 +1,500	+100%	+$557K	0.01%	534
2025 Q2	$263K	Sell	1,500 -3,800	-72%	-$1.38M	0.01%	620
2025 Q1	$1.53M	Buy	5,300 +1,400	+36%	+$445K	0.04%	193
2024 Q4	$1.13M	Sell	3,900 -8,200	-68%	-$2.47M	0.03%	238
2024 Q3	$2.04M	Buy	+12,100	New	+$1.73M	0.06%	154

Other funds holding MSTR

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

VIPI

Vista Investment Partners II Richmond, Indiana $255M AUM 32.07% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

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

Valeo Financial Advisors increased its Strategy Inc (MSTR) stake by 18% in Q2 2026, buying an estimated $109K and bringing the position to 4,847 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #504.

Valeo Financial Advisors first reported a position in MSTR in Q1 2021 and has held it in 9 quarters since. The position peaked at $1.41M in Q2 2025. 157 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Valeo Financial Advisors held 4,847 shares of Strategy Inc worth $421K as of Q2 2026.
Valeo Financial Advisors bought 748 Strategy Inc shares in Q2 2026, an estimated $109K.
Strategy Inc made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #504 holding.
Valeo Financial Advisors first reported a position in Strategy Inc in Q1 2021 and has held it in 9 quarters since.
Valeo Financial Advisors's Strategy Inc position peaked at $1.41M in Q2 2025.
157 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

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