Virtus Investment Advisers’s Strategy Inc MSTR Stock Holding History

Virtus Investment Advisers’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	-6,701	Closed	-$1.02M	–	477
2025 Q4	$1.02M	Buy	+6,701	New	+$1.54M	0.28%	132
2024 Q2	–	Sell	-1,940	Closed	-$331K	–	363
2024 Q1	$331K	Buy	+1,940	New	+$177K	0.24%	118

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Virtus Investment Advisers's MSTR Position: Q1 2026 in Review

Virtus Investment Advisers sold out of Strategy Inc (MSTR) in Q1 2026, closing a stake of 6,701 shares — an estimated $1.02M sold.

Virtus Investment Advisers first reported a position in MSTR in Q1 2024 and held it in 2 quarters. The position peaked at $1.02M in Q4 2025. 941 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

Virtus Investment Advisers reported no remaining Strategy Inc position as of Q1 2026 after selling out during the quarter.
Virtus Investment Advisers sold 6,701 Strategy Inc shares in Q1 2026, an estimated $1.02M.
Virtus Investment Advisers first reported a position in Strategy Inc in Q1 2024 and held it in 2 quarters.
Virtus Investment Advisers's Strategy Inc position peaked at $1.02M in Q4 2025.
941 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Virtus Investment Advisers's 13F filing for Q1 2026, filed 14 May 2026.