Wedmont Private Capital’s Strategy Inc MSTR Stock Holding History

Wedmont Private Capital’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	$431K	Buy	2,845 +651	+30%	+$75.3K	0.01%	643
2026 Q2	$208K	Sell	2,194 -2,557	-54%	-$371K	0.01%	905
2026 Q1	$610K	Buy	4,751 +1,650	+53%	+$236K	0.02%	430
2025 Q4	$502K	Sell	3,101 -1,012	-25%	-$233K	0.02%	473
2025 Q3	$1.35M	Buy	4,113 +577	+16%	+$214K	0.05%	218
2025 Q2	$1.47M	Buy	3,536 +9	+0.3%	+$3.28K	0.06%	198
2025 Q1	$1.06M	Buy	3,527 +1,388	+65%	+$441K	0.05%	217
2024 Q4	$701K	Buy	2,139 +585	+38%	+$176K	0.04%	296
2024 Q3	$289K	Buy	+1,554	New	+$222K	0.02%	520

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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Wedmont Private Capital's MSTR Position: Q3 2026 in Review

Wedmont Private Capital increased its Strategy Inc (MSTR) stake by 30% in Q3 2026, buying an estimated $75.3K and bringing the position to 2,845 shares worth $431K. The position accounts for 0.01% of the portfolio, ranked #643.

Wedmont Private Capital first reported a position in MSTR in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.47M in Q2 2025. 34 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

Wedmont Private Capital held 2,845 shares of Strategy Inc worth $431K as of Q3 2026.
Wedmont Private Capital bought 651 Strategy Inc shares in Q3 2026, an estimated $75.3K.
Strategy Inc made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #643 holding.
Wedmont Private Capital first reported a position in Strategy Inc in Q3 2024 and has held it in 9 quarters since.
Wedmont Private Capital's Strategy Inc position peaked at $1.47M in Q2 2025.
34 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.