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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
Q2 		$224K Buy
2,573
+57
+2% +$8.27K 0.11% 131
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 $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

Panoramic Investment Advisors's MSTR Position: Q2 2026 in Review

Panoramic Investment Advisors increased its Strategy Inc (MSTR) stake by 2.3% in Q2 2026, buying an estimated $8.27K and bringing the position to 2,573 shares worth $224K. The position accounts for 0.11% of the portfolio, ranked #131.

Panoramic Investment Advisors first reported a position in MSTR in Q1 2024 and has held it in 5 quarters since. The position peaked at $457K in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Panoramic Investment Advisors held 2,573 shares of Strategy Inc worth $224K as of Q2 2026.
  • Panoramic Investment Advisors bought 57 Strategy Inc shares in Q2 2026, an estimated $8.27K.
  • Strategy Inc made up 0.11% of Panoramic Investment Advisors's portfolio in Q2 2026, its #131 holding.
  • Panoramic Investment Advisors first reported a position in Strategy Inc in Q1 2024 and has held it in 5 quarters since.
  • Panoramic Investment Advisors's Strategy Inc position peaked at $457K in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Panoramic Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.