Aviso Wealth Management’s Strategy Inc MSTR Stock Holding History

Aviso Wealth Management’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	$540K	Hold	4,330	–	–	0.24%	85
2025 Q4	$658K	Hold	4,330	–	–	0.28%	78
2025 Q3	$1.4M	Hold	4,330	–	–	0.61%	42
2025 Q2	$1.75M	Hold	4,330	–	–	0.82%	32
2025 Q1	$1.25M	Hold	4,330	–	–	0.66%	45
2024 Q4	$1.25M	Sell	4,330 -8,670	-67%	-$2.61M	0.64%	42
2024 Q3	$2.19M	Sell	13,000 -30	-0.2%	-$4.29K	1.19%	18
2024 Q2	$1.79M	Sell	13,030 -120	-0.9%	-$17.3K	1.07%	19
2024 Q1	$2.24M	Sell	13,150 -15,750	-54%	-$1.44M	1.41%	13
2023 Q4	$1.83M	Buy	+28,900	New	+$1.37M	1.32%	16

Other funds holding MSTR

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aviso Wealth Management's MSTR Position: Q1 2026 in Review

Aviso Wealth Management held its Strategy Inc (MSTR) position steady in Q1 2026 at 4,330 shares worth $540K. The position accounts for 0.24% of the portfolio, ranked #85.

Aviso Wealth Management first reported a position in MSTR in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.24M in Q1 2024. 938 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

Aviso Wealth Management held 4,330 shares of Strategy Inc worth $540K as of Q1 2026.
Aviso Wealth Management left its Strategy Inc share count unchanged in Q1 2026.
Strategy Inc made up 0.24% of Aviso Wealth Management's portfolio in Q1 2026, its #85 holding.
Aviso Wealth Management first reported a position in Strategy Inc in Q4 2023 and has held it in 10 quarters since.
Aviso Wealth Management's Strategy Inc position peaked at $2.24M in Q1 2024.
938 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.