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Aspiring Ventures’s Strategy Inc MSTR Stock Holding History

Aspiring Ventures’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
Q1 		$3.41M Sell
27,310
-9,100
-25% -$1.3M 1.03% 13
2025
Q4 		$1.28M Buy
36,410
+31,310
+614% +$7.21M 0.44% 23
2025
Q3 		$576K Buy
5,100
+2,500
+96% +$928K 0.2% 30
2025
Q2 		$558K Hold
2,600
– – 0.25% 28
2025
Q1 		$606K Buy
+2,600
New +$826K 0.34% 25

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aspiring Ventures's MSTR Position: Q1 2026 in Review

Aspiring Ventures increased its Strategy Inc (MSTR) stake by 14% in Q1 2026, buying an estimated $2.95M and bringing the position to 164,408 shares worth $20.5M. The position accounts for 6.22% of the portfolio, ranked #4.

Aspiring Ventures first reported a position in MSTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $50.4M in Q2 2025. 938 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Aspiring Ventures held 164,408 shares of Strategy Inc worth $20.5M as of Q1 2026.
  • Aspiring Ventures bought 20,615 Strategy Inc shares in Q1 2026, an estimated $2.95M.
  • Strategy Inc made up 6.22% of Aspiring Ventures's portfolio in Q1 2026, its #4 holding.
  • Aspiring Ventures first reported a position in Strategy Inc in Q4 2024 and has held it in 6 quarters since.
  • Aspiring Ventures's Strategy Inc position peaked at $50.4M in Q2 2025.
  • 938 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Aspiring Ventures's 13F filing for Q1 2026, filed 5 May 2026.