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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
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

Capital International Investors
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 $3.37T AUM 44.26% 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

Visionary Wealth Advisors's MSTR Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its Strategy Inc (MSTR) stake by 9.5% in Q2 2026, selling an estimated $138K and leaving 9,016 shares worth $784K. The position accounts for 0.03% of the portfolio, ranked #351.

Visionary Wealth Advisors first reported a position in MSTR in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.85M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Visionary Wealth Advisors held 9,016 shares of Strategy Inc worth $784K as of Q2 2026.
  • Visionary Wealth Advisors sold 949 Strategy Inc shares in Q2 2026, an estimated $138K.
  • Strategy Inc made up 0.03% of Visionary Wealth Advisors's portfolio in Q2 2026, its #351 holding.
  • Visionary Wealth Advisors first reported a position in Strategy Inc in Q4 2023 and has held it in 11 quarters since.
  • Visionary Wealth Advisors's Strategy Inc position peaked at $3.85M in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.