Vanguard Personalized Indexing Management
MSTR icon

Vanguard Personalized Indexing Management’s Strategy Inc MSTR Stock Holding History

Vanguard Personalized Indexing 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 		$1.68M Sell
19,292
-4,450
-19% -$646K 0.01% 730
2026
Q1 		$2.96M Buy
23,742
+5,683
+31% +$812K 0.03% 471
2025
Q4 		$2.74M Sell
18,059
-4,740
-21% -$1.09M 0.03% 494
2025
Q3 		$7.35M Sell
22,799
-97
-0.4% -$36K 0.08% 219
2025
Q2 		$9.26M Buy
22,896
+7,011
+44% +$2.55M 0.1% 168
2025
Q1 		$4.58M Buy
15,885
+4,001
+34% +$1.27M 0.07% 263
2024
Q4 		$3.44M Buy
11,884
+2,598
+28% +$782K 0.05% 315
2024
Q3 		$1.57M Buy
9,286
+1,686
+22% +$241K 0.03% 561
2024
Q2 		$1.05M Buy
7,600
+1,810
+31% +$261K 0.02% 660
2024
Q1 		$987K Buy
5,790
+810
+16% +$73.8K 0.02% 668
2023
Q4 		$315K Buy
+4,980
New +$236K 0.01% 1202
2022
Q2 		– Sell
-4,480
Closed -$218K – 1307
2022
Q1 		$218K Sell
4,480
-3,660
-45% -$158K 0.01% 1087
2021
Q4 		$443K Buy
+8,140
New +$560K 0.03% 741

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

Vanguard Personalized Indexing Management's MSTR Position: Q2 2026 in Review

Vanguard Personalized Indexing Management reduced its Strategy Inc (MSTR) stake by 19% in Q2 2026, selling an estimated $646K and leaving 19,292 shares worth $1.68M. The position accounts for 0.01% of the portfolio, ranked #730.

Vanguard Personalized Indexing Management first reported a position in MSTR in Q4 2021 and has held it in 13 quarters since. The position peaked at $9.26M in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Vanguard Personalized Indexing Management held 19,292 shares of Strategy Inc worth $1.68M as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 4,450 Strategy Inc shares in Q2 2026, an estimated $646K.
  • Strategy Inc made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #730 holding.
  • Vanguard Personalized Indexing Management first reported a position in Strategy Inc in Q4 2021 and has held it in 13 quarters since.
  • Vanguard Personalized Indexing Management's Strategy Inc position peaked at $9.26M in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.