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Weaver Consulting Group’s Strategy Inc MSTR Stock Holding History

Weaver Consulting Group’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 		$492K Buy
3,211
+106
+3% +$12.3K 0.1% 180
2026
Q2 		$270K Buy
+3,105
New +$451K 0.06% 243

Other funds holding MSTR

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RA
REX Advisers Fairfield, Connecticut $21.1M AUM 369.34% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Weaver Consulting Group's MSTR Position: Q3 2026 in Review

Weaver Consulting Group increased its Strategy Inc (MSTR) stake by 3.4% in Q3 2026, buying an estimated $12.3K and bringing the position to 3,211 shares worth $492K. The position accounts for 0.1% of the portfolio, ranked #180.

Weaver Consulting Group first reported a position in MSTR in Q2 2026 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • Weaver Consulting Group held 3,211 shares of Strategy Inc worth $492K as of Q3 2026.
  • Weaver Consulting Group bought 106 Strategy Inc shares in Q3 2026, an estimated $12.3K.
  • Strategy Inc made up 0.1% of Weaver Consulting Group's portfolio in Q3 2026, its #180 holding.
  • Weaver Consulting Group first reported a position in Strategy Inc in Q2 2026 and has held it in 2 quarters since.
  • 34 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.