VWA
MSTR icon

Visionary Wealth Advisors’s Strategy Inc MSTR Stock Holding History

Visionary Wealth Advisors’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 		$1.24M Buy
9,965
+3
+0% +$429 0.06% 243
2025
Q4 		$1.51M Buy
9,962
+206
+2% +$47.4K 0.07% 226
2025
Q3 		$3.14M Buy
9,756
+238
+3% +$88.3K 0.15% 147
2025
Q2 		$3.85M Sell
9,518
-101
-1% -$36.8K 0.2% 121
2025
Q1 		$2.77M Buy
9,619
+1,047
+12% +$332K 0.17% 145
2024
Q4 		$2.48M Buy
8,572
+2,351
+38% +$707K 0.15% 150
2024
Q3 		$1.05M Buy
6,221
+981
+19% +$140K 0.06% 245
2024
Q2 		$721K Buy
5,240
+1,040
+25% +$150K 0.05% 279
2024
Q1 		$715K Sell
4,200
-2,920
-41% -$266K 0.05% 274
2023
Q4 		$450K Buy
+7,120
New +$338K 0.03% 332

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

Visionary Wealth Advisors's MSTR Position: Q1 2026 in Review

Visionary Wealth Advisors increased its Strategy Inc (MSTR) stake by 0.03% in Q1 2026, buying an estimated $429 and bringing the position to 9,965 shares worth $1.24M. The position accounts for 0.06% of the portfolio, ranked #243.

Visionary Wealth Advisors first reported a position in MSTR in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.85M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Visionary Wealth Advisors held 9,965 shares of Strategy Inc worth $1.24M as of Q1 2026.
  • Visionary Wealth Advisors bought 3 Strategy Inc shares in Q1 2026, an estimated $429.
  • Strategy Inc made up 0.06% of Visionary Wealth Advisors's portfolio in Q1 2026, its #243 holding.
  • Visionary Wealth Advisors first reported a position in Strategy Inc in Q4 2023 and has held it in 10 quarters since.
  • Visionary Wealth Advisors's Strategy Inc position peaked at $3.85M in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.