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Vise Technologies’s Strategy Inc MSTR Stock Holding History

Vise Technologies’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
-2,299
Closed -$349K – 1916
2026
Q1 		$349K Hold
2,299
– – 0.01% 1067
2025
Q4 		$349K Sell
2,299
-913
-28% -$210K 0.01% 1073
2025
Q3 		$1.03M Sell
3,212
-119
-4% -$44.1K 0.04% 419
2025
Q2 		$1.35M Buy
+3,331
New +$1.21M 0.06% 360
2024
Q4 		$313K Buy
+1,080
New +$325K 0.03% 576

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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 $3.38T AUM 44.17% 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

Vise Technologies's MSTR Position: Q2 2026 in Review

Vise Technologies sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 2,299 shares — an estimated $349K sold.

Vise Technologies first reported a position in MSTR in Q4 2024 and held it in 5 quarters. The position peaked at $1.35M in Q2 2025. 853 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Vise Technologies reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
  • Vise Technologies sold 2,299 Strategy Inc shares in Q2 2026, an estimated $349K.
  • Vise Technologies first reported a position in Strategy Inc in Q4 2024 and held it in 5 quarters.
  • Vise Technologies's Strategy Inc position peaked at $1.35M in Q2 2025.
  • 853 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.