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Vestor Capital’s Strategy Inc MSTR Stock Holding History

Vestor Capital’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 		$42K Sell
338
-753
-69% -$108K ﹤0.01% 274
2025
Q4 		$51K Buy
1,091
+737
+208% +$170K ﹤0.01% 238
2025
Q3 		$114K Sell
354
-891
-72% -$331K 0.01% 188
2025
Q2 		$186K Buy
1,245
+792
+175% +$288K 0.01% 153
2025
Q1 		$131K Hold
453
– – 0.01% 169
2024
Q4 		$131K Sell
453
-37
-8% -$11.1K 0.01% 185
2024
Q3 		$83K Hold
490
– – 0.01% 189
2024
Q2 		$67K Hold
490
– – 0.01% 205
2024
Q1 		$84K Buy
+490
New +$44.7K 0.01% 191

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vestor Capital's MSTR Position: Q1 2026 in Review

Vestor Capital reduced its Strategy Inc (MSTR) stake by 69% in Q1 2026, selling an estimated $108K and leaving 338 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Vestor Capital first reported a position in MSTR in Q1 2024 and has held it in 9 quarters since. The position peaked at $186K in Q2 2025. 938 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Vestor Capital held 338 shares of Strategy Inc worth $42K as of Q1 2026.
  • Vestor Capital sold 753 Strategy Inc shares in Q1 2026, an estimated $108K.
  • Strategy Inc made up ﹤0.01% of Vestor Capital's portfolio in Q1 2026, its #274 holding.
  • Vestor Capital first reported a position in Strategy Inc in Q1 2024 and has held it in 9 quarters since.
  • Vestor Capital's Strategy Inc position peaked at $186K in Q2 2025.
  • 938 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Vestor Capital's 13F filing for Q1 2026, filed 21 May 2026.