Victory Financial Group’s Strategy Inc MSTR Stock Holding History

Victory Financial Group’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	-2,364	Closed	-$295K	–	416
2026 Q1	$295K	Buy	2,364 +547	+30%	+$78.2K	0.04%	255
2025 Q4	$276K	Buy	+1,817	New	+$418K	0.03%	246
2025 Q3	–	Sell	-612	Closed	-$247K	–	265
2025 Q2	$247K	Buy	+612	New	+$223K	0.04%	191

Other funds holding MSTR

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Financial Group's MSTR Position: Q2 2026 in Review

Victory Financial Group sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 2,364 shares — an estimated $295K sold.

Victory Financial Group first reported a position in MSTR in Q2 2025 and held it in 3 quarters. The position peaked at $295K in Q1 2026. 853 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Victory Financial Group reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
Victory Financial Group sold 2,364 Strategy Inc shares in Q2 2026, an estimated $295K.
Victory Financial Group first reported a position in Strategy Inc in Q2 2025 and held it in 3 quarters.
Victory Financial Group's Strategy Inc position peaked at $295K in Q1 2026.
853 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.