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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
2025
Q3 		– Sell
-400
Closed -$9.2K – 868
2025
Q2 		$9.2K Buy
+400
New +$146K ﹤0.01% 777
2025
Q1 		– Sell
-200
Closed -$57.9K – 741
2024
Q4 		$57.9K Buy
+200
New +$60.2K ﹤0.01% 716

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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
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. 160 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.
  • 160 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.