Walser Wealth Management Company A Ltd Liability Co Buys Shares of 5,578 Strategy Inc $MSTR

Posted by Brian Himes on Jun 19th, 2026

Walser Wealth Management Company A Ltd Liability Co purchased a new position in Strategy Inc (NASDAQ:MSTR – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 5,578 shares of the software maker’s stock, valued at approximately $848,000.

A number of other large investors have also made changes to their positions in MSTR. Schroder Investment Management Group boosted its holdings in Strategy by 21.0% in the third quarter. Schroder Investment Management Group now owns 118,478 shares of the software maker’s stock worth $38,175,000 after acquiring an additional 20,536 shares in the last quarter. Van ECK Associates Corp increased its holdings in shares of Strategy by 46.1% during the third quarter. Van ECK Associates Corp now owns 204,506 shares of the software maker’s stock valued at $65,894,000 after acquiring an additional 64,482 shares in the last quarter. Daviman Financial LLC acquired a new position in shares of Strategy during the fourth quarter valued at about $1,013,000. Harvest Portfolios Group Inc. raised its position in shares of Strategy by 119.0% in the 3rd quarter. Harvest Portfolios Group Inc. now owns 1,550,520 shares of the software maker’s stock valued at $499,593,000 after purchasing an additional 842,480 shares during the last quarter. Finally, Legal & General Group Plc raised its position in shares of Strategy by 7.5% in the 3rd quarter. Legal & General Group Plc now owns 1,255,770 shares of the software maker’s stock valued at $404,622,000 after purchasing an additional 87,333 shares during the last quarter. 59.84% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Strategy

Here are the key news stories impacting Strategy this week:

Negative Sentiment: Director Jarrod M. Patten sold 1,500 shares, reinforcing caution around insider confidence and adding pressure to the stock. SEC filing
Negative Sentiment: Strategy’s preferred stock STRC fell to a record low, raising fears that the company’s Bitcoin purchase funding model is becoming harder to sustain without more dilution or added dividend strain. Article Title
Negative Sentiment: Several market reports said traders are increasingly worried Strategy may need to slow Bitcoin buying or eventually sell BTC if dividend obligations and funding pressure worsen. Article Title
Negative Sentiment: Commentary also pointed to softer crypto conditions and the company’s heavy dependence on share issuance, which continues to weigh on sentiment toward MSTR. Article Title
Neutral Sentiment: Executive Chairman Michael Saylor defended Strategy’s approach, saying the company is a “shock absorber” for Bitcoin rather than a systemic risk, but that argument has not offset investor concerns. Article Title
Neutral Sentiment: The company also disclosed a small insider buy by EVP Thomas C. Chow, which is a minor positive signal but unlikely to change the broader market narrative on its own. Article Title

Wall Street Analyst Weigh In

Several research firms have weighed in on MSTR. Zacks Research downgraded shares of Strategy from a “hold” rating to a “strong sell” rating in a research report on Monday, May 18th. Texas Capital upgraded shares of Strategy to a “strong-buy” rating in a research note on Thursday, March 19th. Mizuho decreased their price target on shares of Strategy from $320.00 to $265.00 and set an “outperform” rating for the company in a report on Monday, June 1st. BTIG Research reiterated a “buy” rating and set a $350.00 price objective (up from $250.00) on shares of Strategy in a research note on Wednesday, May 6th. Finally, Benchmark reissued a “buy” rating on shares of Strategy in a report on Tuesday, June 2nd. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Strategy currently has an average rating of “Moderate Buy” and an average target price of $313.93.

Get Our Latest Stock Report on MSTR

Insider Buying and Selling at Strategy

In other news, CEO Phong Le sold 5,522 shares of the company’s stock in a transaction on Tuesday, June 9th. The shares were sold at an average price of $123.84, for a total value of $683,844.48. Following the sale, the chief executive officer directly owned 126,323 shares of the company’s stock, valued at $15,643,840.32. This represents a 4.19% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Jarrod M. Patten sold 1,500 shares of the stock in a transaction on Wednesday, June 17th. The stock was sold at an average price of $121.31, for a total transaction of $181,965.00. Following the completion of the sale, the director owned 28,406 shares in the company, valued at $3,445,931.86. The trade was a 5.02% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 198,264 shares of company stock valued at $25,880,124. 6.49% of the stock is currently owned by insiders.

Strategy Trading Down 3.5%

Shares of NASDAQ:MSTR opened at $112.53 on Friday. Strategy Inc has a 52-week low of $104.17 and a 52-week high of $457.22. The stock has a market cap of $39.44 billion, a price-to-earnings ratio of -2.80 and a beta of 3.49. The company has a quick ratio of 6.05, a current ratio of 6.05 and a debt-to-equity ratio of 0.22. The business has a 50-day moving average price of $153.01 and a 200-day moving average price of $150.29.

Strategy (NASDAQ:MSTR – Get Free Report) last released its earnings results on Tuesday, May 5th. The software maker reported ($38.25) EPS for the quarter, missing analysts’ consensus estimates of ($0.86) by ($37.39). The firm had revenue of $124.30 million for the quarter, compared to analyst estimates of $120.75 million. Strategy had a negative return on equity of 26.97% and a negative net margin of 2,482.01%.The company’s revenue for the quarter was up 11.9% compared to the same quarter last year. During the same period last year, the firm earned ($16.49) EPS. Equities analysts predict that Strategy Inc will post 116.7 EPS for the current year.

Strategy Company Profile

(Free Report)

Strategy, formerly known as MicroStrategy, Incorporated (NASDAQ: MSTR) is a global provider of enterprise analytics and mobility software. The company’s flagship platform offers business intelligence, data discovery, and advanced visualizations that enable organizations to analyze large volumes of data and deliver actionable insights. In addition to traditional on-premises deployments, Strategy provides a range of cloud-based services and managed offerings that allow customers to leverage the power of its analytics tools without managing complex infrastructure.

Founded in 1989 by Michael J.

Institutional Ownership by Quarter for Strategy (NASDAQ:MSTR)

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