Wealth Enhancement Advisory Services
MSTR icon

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
Q3 		$5.59M Buy
36,893
+16,274
+79% +$1.88M 0.01% 1023
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 		$9.6M 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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Pilgrim Partners Asia
Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ShariaPortfolio
ShariaPortfolio Lake Mary, Florida $284M AUM 32.6% 1-Year Est. Return
Strong Tower Advisory Services
Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

Wealth Enhancement Advisory Services's MSTR Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Strategy Inc (MSTR) stake by 79% in Q3 2026, buying an estimated $1.88M and bringing the position to 36,893 shares worth $5.59M. The position accounts for 0.01% of the portfolio, ranked #1023.

Wealth Enhancement Advisory Services first reported a position in MSTR in Q3 2023 and has held it in 13 quarters since. The position peaked at $20.6M in Q2 2025. 390 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • Wealth Enhancement Advisory Services held 36,893 shares of Strategy Inc worth $5.59M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 16,274 Strategy Inc shares in Q3 2026, an estimated $1.88M.
  • Strategy Inc made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1023 holding.
  • Wealth Enhancement Advisory Services first reported a position in Strategy Inc in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Strategy Inc position peaked at $20.6M in Q2 2025.
  • 390 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.