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 Q3	$1.53M	Buy	9,979 +963	+11%	+$111K	0.06%	245
2026 Q2	$784K	Sell	9,016 -949	-10%	-$138K	0.03%	351
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Visionary Wealth Advisors's MSTR Position: Q3 2026 in Review

Visionary Wealth Advisors increased its Strategy Inc (MSTR) stake by 11% in Q3 2026, buying an estimated $111K and bringing the position to 9,979 shares worth $1.53M. The position accounts for 0.06% of the portfolio, ranked #245.

Visionary Wealth Advisors first reported a position in MSTR in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.85M in Q2 2025. 572 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

Visionary Wealth Advisors held 9,979 shares of Strategy Inc worth $1.53M as of Q3 2026.
Visionary Wealth Advisors bought 963 Strategy Inc shares in Q3 2026, an estimated $111K.
Strategy Inc made up 0.06% of Visionary Wealth Advisors's portfolio in Q3 2026, its #245 holding.
Visionary Wealth Advisors first reported a position in Strategy Inc in Q4 2023 and has held it in 12 quarters since.
Visionary Wealth Advisors's Strategy Inc position peaked at $3.85M in Q2 2025.
572 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Visionary Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.