AWM
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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
Q2 		$376K Hold
4,330
– – 0.13% 112
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
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aviso Wealth Management's MSTR Position: Q2 2026 in Review

Aviso Wealth Management held its Strategy Inc (MSTR) position steady in Q2 2026 at 4,330 shares worth $376K. The position accounts for 0.13% of the portfolio, ranked #112.

Aviso Wealth Management first reported a position in MSTR in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.24M in Q1 2024. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Aviso Wealth Management held 4,330 shares of Strategy Inc worth $376K as of Q2 2026.
  • Aviso Wealth Management left its Strategy Inc share count unchanged in Q2 2026.
  • Strategy Inc made up 0.13% of Aviso Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Aviso Wealth Management first reported a position in Strategy Inc in Q4 2023 and has held it in 11 quarters since.
  • Aviso Wealth Management's Strategy Inc position peaked at $2.24M in Q1 2024.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.