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MSTRMSTR

Showing 9 of 13 quarters

Position history for Wealth Enhancement Advisory Services, LLCWealth Enhancement Advisory Services, LLC's holdings in Strategy Inc

Yes. Wealth Enhancement Advisory Services holds 36,893 shares of MSTR (Strategy), worth $5.6M, as of its Q3 2026 13F filing. It increased the position by 16,274 shares (+78.9%) from Q2 2026. Wealth Enhancement Advisory Services has held MSTR since Q3 2023, across 13 quarterly 13F filings.

Current Value

$5.6M

Current Shares

36,893

Total Value Change

-$4M

Total Shares Change

-19,885

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
36,893
+78.9%
$5.6M0.0%$153.09
41
2026-Q2
Increased
20,619
+29.0%
$2M0.0%$86.93
32
2026-Q1
Decreased
15,987
-60.5%
$1.9M0.0%$124.80
0
2025-Q4
Decreased
40,509
-34.6%
$6.4M0.0%$151.95
0
2025-Q3
Increased
61,924
+21.6%
$20.3M0.0%$322.21
34
2025-Q2
Decreased
50,914
-0.8%
$20.6M0.0%$404.23
0
2025-Q1
Increased
51,328
+0.7%
$14.8M0.0%$288.27
28
2024-Q4
Decreased
50,972
-10.2%
$14.8M0.0%$289.62
0
2024-Q3
Increased
56,778
+6.5%
$9.6M0.0%$168.60
29

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