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 Q1	–	Sell	-30,000	Closed	-$70.7K	–	1084
2025 Q4	$70.7K	Buy	+30,000	New	+$6.91M	﹤0.01%	738

Other funds holding MSTR

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VestGen Advisors's MSTR Position: Q1 2026 in Review

VestGen Advisors increased its Strategy Inc (MSTR) stake by 115% in Q1 2026, buying an estimated $1.66M and bringing the position to 21,712 shares worth $4M. The position accounts for 0.11% of the portfolio, ranked #163.

VestGen Advisors first reported a position in MSTR in Q1 2025 and has held it in 5 quarters since. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

VestGen Advisors held 21,712 shares of Strategy Inc worth $4M as of Q1 2026.
VestGen Advisors bought 11,615 Strategy Inc shares in Q1 2026, an estimated $1.66M.
Strategy Inc made up 0.11% of VestGen Advisors's portfolio in Q1 2026, its #163 holding.
VestGen Advisors first reported a position in Strategy Inc in Q1 2025 and has held it in 5 quarters since.
937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.