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Vista Investment Partners II’s Strategy Inc MSTR Stock Holding History

Vista Investment Partners II’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 		$7.4M Buy
85,122
+30,363
+55% +$4.41M 2.9% 4
2026
Q1 		$6.83M Buy
54,759
+7,017
+15% +$1M 3.07% 3
2025
Q4 		$7.25M Buy
47,742
+8,210
+21% +$1.89M 3.13% 3
2025
Q3 		$12.7M Buy
39,532
+659
+2% +$244K 5.94% 1
2025
Q2 		$15.7M Sell
38,873
-1,922
-5% -$700K 7.58% 1
2025
Q1 		$11.8M Buy
40,795
+23,833
+141% +$7.57M 6.5% 1
2024
Q4 		$4.91M Buy
+16,962
New +$5.1M 2.9% 5

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

Vista Investment Partners II's MSTR Position: Q2 2026 in Review

Vista Investment Partners II increased its Strategy Inc (MSTR) stake by 55% in Q2 2026, buying an estimated $4.41M and bringing the position to 85,122 shares worth $7.4M. The position accounts for 2.9% of the portfolio, ranked #4.

Vista Investment Partners II first reported a position in MSTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.7M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Vista Investment Partners II held 85,122 shares of Strategy Inc worth $7.4M as of Q2 2026.
  • Vista Investment Partners II bought 30,363 Strategy Inc shares in Q2 2026, an estimated $4.41M.
  • Strategy Inc made up 2.9% of Vista Investment Partners II's portfolio in Q2 2026, its #4 holding.
  • Vista Investment Partners II first reported a position in Strategy Inc in Q4 2024 and has held it in 7 quarters since.
  • Vista Investment Partners II's Strategy Inc position peaked at $15.7M in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.