Vanguard Portfolio Management
MSTR icon

Vanguard Portfolio Management’s Strategy Inc MSTR Stock Holding History

Vanguard Portfolio 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
Q3 		$2.56B Buy
16,744,407
+1,390,999
+9% +$161M 0.12% 172
2026
Q2 		$1.33B Buy
15,353,408
+611,701
+4% +$88.8M 0.06% 363
2026
Q1 		$1.84B Buy
+14,741,707
New +$2.11B 0.1% 243

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Vanguard Portfolio Management's MSTR Position: Q3 2026 in Review

Vanguard Portfolio Management increased its Strategy Inc (MSTR) stake by 9.1% in Q3 2026, buying an estimated $161M and bringing the position to 16,744,407 shares worth $2.56B. The position accounts for 0.12% of the portfolio, ranked #172.

Vanguard Portfolio Management first reported a position in MSTR in Q1 2026 and has held it in 3 quarters since. 843 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • Vanguard Portfolio Management held 16,744,407 shares of Strategy Inc worth $2.56B as of Q3 2026.
  • Vanguard Portfolio Management bought 1,390,999 Strategy Inc shares in Q3 2026, an estimated $161M.
  • Strategy Inc made up 0.12% of Vanguard Portfolio Management's portfolio in Q3 2026, its #172 holding.
  • Vanguard Portfolio Management first reported a position in Strategy Inc in Q1 2026 and has held it in 3 quarters since.
  • 843 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Vanguard Portfolio Management's 13F filing for Q3 2026, filed 13 Nov 2026.