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
2024
Q2 		– Sell
-1,000
Closed -$121K – 2671
2024
Q1 		$121K Hold
1,000
– – ﹤0.01% 2269
2023
Q4 		$17.9K Buy
+1,000
New +$47.4K ﹤0.01% 2262

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

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. 146 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.
  • 146 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.