VWA
MSTR icon

Valued Wealth Advisors’s Strategy Inc MSTR Stock Holding History

Valued Wealth 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 		$174 Hold
2
– – ﹤0.01% 892
2026
Q1 		$250 Hold
2
– – ﹤0.01% 696
2025
Q4 		$304 Hold
2
– – ﹤0.01% 577
2025
Q3 		$645 Hold
2
– – ﹤0.01% 498
2025
Q2 		$809 Hold
2
– – ﹤0.01% 470
2025
Q1 		$577 Hold
2
– – ﹤0.01% 542
2024
Q4 		$580 Hold
2
– – ﹤0.01% 541
2024
Q3 		$338 Buy
+2
New +$286 ﹤0.01% 562

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

Valued Wealth Advisors's MSTR Position: Q2 2026 in Review

Valued Wealth Advisors held its Strategy Inc (MSTR) position steady in Q2 2026 at 2 shares worth $174. The position accounts for ﹤0.01% of the portfolio, ranked #892.

Valued Wealth Advisors first reported a position in MSTR in Q3 2024 and has held it in 8 quarters since. The position peaked at $809 in Q2 2025. 194 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Valued Wealth Advisors held 2 shares of Strategy Inc worth $174 as of Q2 2026.
  • Valued Wealth Advisors left its Strategy Inc share count unchanged in Q2 2026.
  • Strategy Inc made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #892 holding.
  • Valued Wealth Advisors first reported a position in Strategy Inc in Q3 2024 and has held it in 8 quarters since.
  • Valued Wealth Advisors's Strategy Inc position peaked at $809 in Q2 2025.
  • 194 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.