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Panoramic Investment Advisors’s Strategy Inc MSTR Stock Holding History

Panoramic Investment Advisors’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 		$314K Buy
+2,516
New +$360K 0.17% 99
2025
Q4 		– Sell
-1,134
Closed -$365K – 129
2025
Q3 		$365K Buy
1,134
+4
+0.4% +$1.48K 0.21% 79
2025
Q2 		$457K Buy
+1,130
New +$412K 0.28% 70
2024
Q1 		$211K Buy
+1,240
New +$113K 0.16% 107

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

Panoramic Investment Advisors's MSTR Position: Q1 2026 in Review

Panoramic Investment Advisors opened a new position in Strategy Inc (MSTR) in Q1 2026: 2,516 shares worth $314K. The stake represents 0.17% of the portfolio and ranks #99 among its holdings. This is a return to the name: Panoramic Investment Advisors previously reported a position in MSTR as recently as Q3 2025.

Panoramic Investment Advisors first reported a position in MSTR in Q1 2024 and has held it in 4 quarters since. The position peaked at $457K in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Panoramic Investment Advisors held 2,516 shares of Strategy Inc worth $314K as of Q1 2026.
  • Strategy Inc was a new Panoramic Investment Advisors position in Q1 2026.
  • Strategy Inc made up 0.17% of Panoramic Investment Advisors's portfolio in Q1 2026, its #99 holding.
  • Panoramic Investment Advisors first reported a position in Strategy Inc in Q1 2024 and has held it in 4 quarters since.
  • Panoramic Investment Advisors's Strategy Inc position peaked at $457K in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.