Walser Wealth Management Company A Ltd Liability Co Invests $848,000 in Strategy Inc $MSTR

19 Jun 2026, 12:24 by Kim Johansen · The Markets Daily

Walser Wealth Management Company A Ltd Liability Co bought a new position in shares of Strategy Inc (NASDAQ:MSTR – Free Report) during the 4th quarter, HoldingsChannel.com reports. The institutional investor bought 5,578 shares of the software maker’s stock, valued at approximately $848,000.

Several other institutional investors also recently bought and sold shares of MSTR. Schroder Investment Management Group grew its stake in shares of Strategy by 21.0% during the 3rd quarter. Schroder Investment Management Group now owns 118,478 shares of the software maker’s stock worth $38,175,000 after purchasing an additional 20,536 shares during the period. Van ECK Associates Corp increased its holdings in shares of Strategy by 46.1% during the 3rd quarter. Van ECK Associates Corp now owns 204,506 shares of the software maker’s stock valued at $65,894,000 after purchasing an additional 64,482 shares in the last quarter. Daviman Financial LLC acquired a new position in shares of Strategy in the 4th quarter valued at $1,013,000. Harvest Portfolios Group Inc. lifted its stake 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 period. Finally, Legal & General Group Plc boosted its holdings in Strategy by 7.5% during the third quarter. Legal & General Group Plc now owns 1,255,770 shares of the software maker’s stock worth $404,622,000 after buying an additional 87,333 shares in the last quarter. 59.84% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, Director Jarrod M. Patten sold 15,050 shares of the business’s stock in a transaction dated Friday, May 29th. The shares were sold at an average price of $154.94, for a total transaction of $2,331,847.00. Following the completion of the sale, the director owned 28,000 shares of the company’s stock, valued at $4,338,320. The trade was a 34.96% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO Andrew Kang sold 33,062 shares of the business’s stock in a transaction dated Friday, June 5th. The stock was sold at an average price of $118.73, for a total transaction of $3,925,451.26. Following the sale, the chief financial officer directly owned 68,733 shares of the company’s stock, valued at $8,160,669.09. This represents a 32.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last ninety days, insiders sold 198,264 shares of company stock worth $25,880,124. Company insiders own 6.49% of the company’s stock.

Key Strategy News

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

Strategy Trading Down 3.5%

Shares of MSTR stock opened at $112.53 on Friday. The company has a debt-to-equity ratio of 0.22, a current ratio of 6.05 and a quick ratio of 6.05. The company has a market cap of $39.44 billion, a price-to-earnings ratio of -2.80 and a beta of 3.49. The stock has a 50 day simple moving average of $153.01 and a 200-day simple moving average of $150.29. Strategy Inc has a 1-year low of $104.17 and a 1-year high of $457.22.

Strategy (NASDAQ:MSTR – Get Free Report) last announced its earnings results on Tuesday, May 5th. The software maker reported ($38.25) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.86) by ($37.39). Strategy had a negative net margin of 2,482.01% and a negative return on equity of 26.97%. The business had revenue of $124.30 million for the quarter, compared to analysts’ expectations of $120.75 million. During the same quarter last year, the business earned ($16.49) EPS. The company’s quarterly revenue was up 11.9% on a year-over-year basis. On average, equities research analysts expect that Strategy Inc will post 116.7 EPS for the current fiscal year.

Analysts Set New Price Targets

Several research firms recently commented on MSTR. Zacks Research lowered shares of Strategy from a “hold” rating to a “strong sell” rating in a research report on Monday, May 18th. Monness Crespi & Hardt reiterated a “neutral” rating on shares of Strategy in a research report on Tuesday, June 2nd. Canaccord Genuity Group set a $163.00 target price on shares of Strategy and gave the stock a “buy” rating in a research note on Wednesday, June 3rd. Benchmark reissued a “buy” rating on shares of Strategy in a research note on Tuesday, June 2nd. Finally, BTIG Research restated a “buy” rating and set a $350.00 target price (up from $250.00) on shares of Strategy in a research report on Wednesday, May 6th. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned 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, the company presently has an average rating of “Moderate Buy” and an average target price of $313.93.

Get Our Latest Analysis on MSTR

Strategy 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.