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VestGen Advisors’s Strategy Inc MSTR Stock Holding History

VestGen 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 		$1.07M Sell
12,296
-9,416
-43% -$1.37M 0.03% 442
2026
Q1 		$4M Buy
21,712
+11,615
+115% +$1.66M 0.11% 163
2025
Q4 		$1.53M Buy
10,097
+5,298
+110% +$1.22M 0.07% 280
2025
Q3 		$1.55M Sell
4,799
-1,986
-29% -$737K 0.05% 298
2025
Q2 		$2.74M Buy
6,785
+2,405
+55% +$876K 0.11% 181
2025
Q1 		$1.26M Buy
+4,380
New +$1.39M 0.06% 277

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

VestGen Advisors's MSTR Position: Q2 2026 in Review

VestGen Advisors reduced its Strategy Inc (MSTR) stake by 43% in Q2 2026, selling an estimated $1.37M and leaving 12,296 shares worth $1.07M. The position accounts for 0.03% of the portfolio, ranked #442.

VestGen Advisors first reported a position in MSTR in Q1 2025 and has held it in 6 quarters since. The position peaked at $4M in Q1 2026. 850 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • VestGen Advisors held 12,296 shares of Strategy Inc worth $1.07M as of Q2 2026.
  • VestGen Advisors sold 9,416 Strategy Inc shares in Q2 2026, an estimated $1.37M.
  • Strategy Inc made up 0.03% of VestGen Advisors's portfolio in Q2 2026, its #442 holding.
  • VestGen Advisors first reported a position in Strategy Inc in Q1 2025 and has held it in 6 quarters since.
  • VestGen Advisors's Strategy Inc position peaked at $4M in Q1 2026.
  • 850 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.