Question 1

Does Kestra Advisory Services own MSTR stock?

Accepted Answer

Yes. As of its Q3 2026 13F, Kestra Advisory Services holds 41,117 shares of MSTR (Strategy), worth $6.3M.

Question 2

How many shares of MSTR does Kestra Advisory Services own?

Accepted Answer

As of its Q3 2026 13F, Kestra Advisory Services holds 41,117 shares of MSTR (Strategy).

Question 3

What is Kestra Advisory Services' MSTR position worth?

Accepted Answer

As of its Q3 2026 13F, Kestra Advisory Services' MSTR position is worth $6.3M.

Question 4

Is Kestra Advisory Services buying or selling MSTR?

Accepted Answer

In Q3 2026, Kestra Advisory Services reduced its MSTR position by 15,939 shares (-27.9%).

Question 5

When did Kestra Advisory Services first buy MSTR?

Accepted Answer

Kestra Advisory Services first reported MSTR in its Q4 2020 13F and has listed it in 17 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q3 Latest	Decreased	41,117	-27.9%	$6.3M	0.0%	$153.09	0
2026-Q2	Decreased	57,056	-0.7%	$5M	0.0%	$86.93	0
2026-Q1	Increased	57,449	+6.3%	$7.2M	0.0%	$124.80	29
2025-Q4	Decreased	54,030	-3.0%	$8.2M	0.0%	$151.95	0
2025-Q3	Decreased	55,731	-5.8%	$18M	0.1%	$322.21	0
2025-Q2	Increased	59,167	+2.3%	$23.9M	0.1%	$404.23	35
2025-Q1	Decreased	57,831	-10.5%	$16.7M	0.1%	$288.27	0
2024-Q4	Increased	64,612	+71.7%	$18.7M	0.1%	$289.62	51
2024-Q3	Decreased	37,630	-34.3%	$6.3M	0.0%	$168.60	0