Wealthcare Advisory Partners’s Strategy Inc MSTR Stock Holding History

Wealthcare Advisory Partners’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	$1.2M	Sell	7,822 -35	-0.4%	-$4.05K	0.02%	507
2026 Q2	$683K	Buy	7,857 +329	+4%	+$47.8K	0.01%	619
2026 Q1	$939K	Buy	7,528 +936	+14%	+$134K	0.02%	534
2025 Q4	$1M	Buy	6,592 +2	+0%	+$460	0.02%	513
2025 Q3	$2.12M	Buy	6,590 +538	+9%	+$200K	0.04%	324
2025 Q2	$2.45M	Buy	6,052 +251	+4%	+$91.4K	0.06%	287
2025 Q1	$1.67M	Buy	5,801 +734	+14%	+$233K	0.04%	327
2024 Q4	$1.47M	Buy	5,067 +1,216	+32%	+$366K	0.04%	335
2024 Q3	$649K	Buy	3,851 +1,581	+70%	+$226K	0.02%	511
2024 Q2	$313K	Hold	2,270	–	–	0.01%	659
2024 Q1	$387K	Sell	2,270 -1,010	-31%	-$92.1K	0.01%	600
2023 Q4	$207K	Buy	+3,280	New	+$155K	0.01%	712
2022 Q1	–	Sell	-5,850	Closed	-$319K	–	578
2021 Q4	$319K	Buy	+5,850	New	+$402K	0.02%	426
2021 Q2	–	Sell	-1,050	Closed	-$71K	–	1349
2021 Q1	$71K	Buy	+1,050	New	+$74.2K	0.01%	773

Other funds holding MSTR

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

ShariaPortfolio Lake Mary, Florida $284M AUM 32.6% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

Wealthcare Advisory Partners's MSTR Position: Q3 2026 in Review

Wealthcare Advisory Partners reduced its Strategy Inc (MSTR) stake by 0.45% in Q3 2026, selling an estimated $4.05K and leaving 7,822 shares worth $1.2M. The position accounts for 0.02% of the portfolio, ranked #507.

Wealthcare Advisory Partners first reported a position in MSTR in Q1 2021 and has held it in 14 quarters since. The position peaked at $2.45M in Q2 2025. 355 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

Wealthcare Advisory Partners held 7,822 shares of Strategy Inc worth $1.2M as of Q3 2026.
Wealthcare Advisory Partners sold 35 Strategy Inc shares in Q3 2026, an estimated $4.05K.
Strategy Inc made up 0.02% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #507 holding.
Wealthcare Advisory Partners first reported a position in Strategy Inc in Q1 2021 and has held it in 14 quarters since.
Wealthcare Advisory Partners's Strategy Inc position peaked at $2.45M in Q2 2025.
355 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.