Wealth Enhancement Advisory Services’s Strategy Inc MSTR Stock Holding History

Wealth Enhancement Advisory Services’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	$1.95M	Buy	20,619 +4,632	+29%	+$672K	﹤0.01%	1589
2026 Q1	$1.92M	Sell	15,987 -24,522	-61%	-$3.51M	﹤0.01%	1411
2025 Q4	$6.38M	Sell	40,509 -21,415	-35%	-$4.93M	0.01%	903
2025 Q3	$20.3M	Buy	61,924 +11,010	+22%	+$4.08M	0.03%	449
2025 Q2	$20.6M	Sell	50,914 -414	-0.8%	-$151K	0.03%	416
2025 Q1	$14.8M	Buy	51,328 +356	+0.7%	+$113K	0.03%	484
2024 Q4	$14.8M	Sell	50,972 -5,806	-10%	-$1.75M	0.03%	455
2024 Q3	$9.57M	Buy	56,778 +3,458	+6%	+$494K	0.02%	525
2024 Q2	$7.34M	Sell	53,320 -13,330	-20%	-$1.92M	0.02%	575
2024 Q1	$11.4M	Sell	66,650 -3,210	-5%	-$293K	0.03%	440
2023 Q4	$4.41M	Buy	69,860 +11,740	+20%	+$557K	0.01%	640
2023 Q3	$1.91M	Buy	+58,120	New	+$2.19M	0.01%	877

Other funds holding MSTR

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

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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Lauer Wealth Valparaiso, Indiana $167M AUM 23.59% 1-Year Est. Return

Wealth Enhancement Advisory Services's MSTR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Strategy Inc (MSTR) stake by 29% in Q2 2026, buying an estimated $672K and bringing the position to 20,619 shares worth $1.95M. The position accounts for ﹤0.01% of the portfolio, ranked #1589.

Wealth Enhancement Advisory Services first reported a position in MSTR in Q3 2023 and has held it in 12 quarters since. The position peaked at $20.6M in Q2 2025. 130 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Wealth Enhancement Advisory Services held 20,619 shares of Strategy Inc worth $1.95M as of Q2 2026.
Wealth Enhancement Advisory Services bought 4,632 Strategy Inc shares in Q2 2026, an estimated $672K.
Strategy Inc made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1589 holding.
Wealth Enhancement Advisory Services first reported a position in Strategy Inc in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Strategy Inc position peaked at $20.6M in Q2 2025.
130 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.