James T. Borello RIA’s Strategy Inc MSTR Stock Holding History

James T. Borello RIA’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	$19.3K	Buy	126 +42	+50%	+$4.86K	﹤0.01%	430
2026 Q2	$7.3K	Buy	84 +10	+14%	+$1.45K	﹤0.01%	684
2026 Q1	$9.24K	Buy	74 +33	+80%	+$4.72K	﹤0.01%	587
2025 Q4	$6.23K	Sell	41 -13	-24%	-$2.99K	﹤0.01%	519
2025 Q3	$17.4K	Buy	54 +29	+116%	+$10.8K	﹤0.01%	244
2025 Q2	$10.1K	Hold	25	–	–	﹤0.01%	208
2025 Q1	$7.21K	Hold	25	–	–	﹤0.01%	176
2024 Q4	$7.24K	Buy	+25	New	+$7.52K	﹤0.01%	149

Other funds holding MSTR

STAS

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

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

VIPI

Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

KIG

Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

James T. Borello RIA's MSTR Position: Q3 2026 in Review

James T. Borello RIA increased its Strategy Inc (MSTR) stake by 50% in Q3 2026, buying an estimated $4.86K and bringing the position to 126 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

James T. Borello RIA first reported a position in MSTR in Q4 2024 and has held it in 8 quarters since. 143 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

James T. Borello RIA held 126 shares of Strategy Inc worth $19.3K as of Q3 2026.
James T. Borello RIA bought 42 Strategy Inc shares in Q3 2026, an estimated $4.86K.
Strategy Inc made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #430 holding.
James T. Borello RIA first reported a position in Strategy Inc in Q4 2024 and has held it in 8 quarters since.
143 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.