Wealthcare Advisory Partners
STRK icon

Wealthcare Advisory Partners’s Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock STRK Stock Holding History

Wealthcare Advisory Partners’s Portfolio STRK Stock Details STRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.96M Buy
26,484
+6,210
+31% +$423K 0.03% 401
2026
Q2 		$1.19M Sell
20,274
-518
-2% -$37K 0.02% 472
2026
Q1 		$1.47M Buy
20,792
+3,576
+21% +$286K 0.03% 428
2025
Q4 		$1.36M Buy
17,216
+3,123
+22% +$269K 0.03% 440
2025
Q3 		$1.29M Buy
14,093
+1,590
+13% +$165K 0.03% 437
2025
Q2 		$1.51M Buy
+12,503
New +$1.2M 0.03% 391

Other funds holding STRK

Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
Ulland Investment Advisors
Ulland Investment Advisors Minneapolis, Minnesota $142M AUM 22.97% 1-Year Est. Return
Alliance Wealth Advisors (Pennsylvania)
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return
Key Client Fiduciary Advisors
Key Client Fiduciary Advisors Fairfield, New Jersey $358M AUM 21.09% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

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

Wealthcare Advisory Partners increased its Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock (STRK) stake by 31% in Q3 2026, buying an estimated $423K and bringing the position to 26,484 shares worth $1.96M. The position accounts for 0.03% of the portfolio, ranked #401.

Wealthcare Advisory Partners first reported a position in STRK in Q2 2025 and has held it in 6 quarters since. 22 funds tracked by Wall St. Rank hold STRK as of Q3 2026.

  • Wealthcare Advisory Partners held 26,484 shares of Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock worth $1.96M as of Q3 2026.
  • Wealthcare Advisory Partners bought 6,210 Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock shares in Q3 2026, an estimated $423K.
  • Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock made up 0.03% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #401 holding.
  • Wealthcare Advisory Partners first reported a position in Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock in Q2 2025 and has held it in 6 quarters since.
  • 22 funds tracked by Wall St. Rank held Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock as of Q3 2026.

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