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Venture Visionary Partners’s Strategy Inc MSTR Stock Holding History

Venture Visionary Partners’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 		– Sell
-200
Closed -$30.4K – 682
2025
Q4 		$30.4K Buy
+200
New +$46K ﹤0.01% 640

Other funds holding MSTR

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RA
REX Advisers Fairfield, Connecticut $21.1M AUM 369.34% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Venture Visionary Partners's MSTR Position: Q3 2026 in Review

Venture Visionary Partners opened a new position in Strategy Inc (MSTR) in Q3 2026: 11,084 shares worth $1.7M. The stake represents 0.04% of the portfolio and ranks #269 among its holdings. This is a return to the name: Venture Visionary Partners previously reported a position in MSTR as recently as Q1 2026.

Venture Visionary Partners first reported a position in MSTR in Q4 2024 and has held it in 7 quarters since. 34 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • Venture Visionary Partners held 11,084 shares of Strategy Inc worth $1.7M as of Q3 2026.
  • Strategy Inc was a new Venture Visionary Partners position in Q3 2026.
  • Strategy Inc made up 0.04% of Venture Visionary Partners's portfolio in Q3 2026, its #269 holding.
  • Venture Visionary Partners first reported a position in Strategy Inc in Q4 2024 and has held it in 7 quarters since.
  • 34 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.