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Vestmark Advisory Solutions’s Strategy Inc MSTR Stock Holding History

Vestmark Advisory Solutions’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 		$245K Buy
+2,824
New +$410K ﹤0.01% 1341
2025
Q3 		– Sell
-941
Closed -$380K – 972
2025
Q2 		$380K Buy
+941
New +$343K 0.01% 667

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

Vestmark Advisory Solutions's MSTR Position: Q2 2026 in Review

Vestmark Advisory Solutions opened a new position in Strategy Inc (MSTR) in Q2 2026: 2,824 shares worth $245K. The stake represents ﹤0.01% of the portfolio and ranks #1341 among its holdings. This is a return to the name: Vestmark Advisory Solutions previously reported a position in MSTR as recently as Q2 2025.

Vestmark Advisory Solutions first reported a position in MSTR in Q2 2025 and has held it in 2 quarters since. The position peaked at $380K in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Vestmark Advisory Solutions held 2,824 shares of Strategy Inc worth $245K as of Q2 2026.
  • Strategy Inc was a new Vestmark Advisory Solutions position in Q2 2026.
  • Strategy Inc made up ﹤0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #1341 holding.
  • Vestmark Advisory Solutions first reported a position in Strategy Inc in Q2 2025 and has held it in 2 quarters since.
  • Vestmark Advisory Solutions's Strategy Inc position peaked at $380K in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.