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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
Q2 		– Sell
-338
Closed -$42K – 299
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 $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

Vestor Capital's MSTR Position: Q2 2026 in Review

Vestor Capital sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 338 shares — an estimated $42K sold.

Vestor Capital first reported a position in MSTR in Q1 2024 and held it in 9 quarters. The position peaked at $186K in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Vestor Capital reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
  • Vestor Capital sold 338 Strategy Inc shares in Q2 2026, an estimated $42K.
  • Vestor Capital first reported a position in Strategy Inc in Q1 2024 and held it in 9 quarters.
  • Vestor Capital's Strategy Inc position peaked at $186K in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Vestor Capital's 13F filing for Q2 2026, filed 28 Jul 2026.