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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
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 $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

Vista Investment Partners II's MSTR Position: Q1 2026 in Review

Vista Investment Partners II increased its Strategy Inc (MSTR) stake by 15% in Q1 2026, buying an estimated $1M and bringing the position to 54,759 shares worth $6.83M. The position accounts for 3.07% of the portfolio, ranked #3.

Vista Investment Partners II first reported a position in MSTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.7M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Vista Investment Partners II held 54,759 shares of Strategy Inc worth $6.83M as of Q1 2026.
  • Vista Investment Partners II bought 7,017 Strategy Inc shares in Q1 2026, an estimated $1M.
  • Strategy Inc made up 3.07% of Vista Investment Partners II's portfolio in Q1 2026, its #3 holding.
  • Vista Investment Partners II first reported a position in Strategy Inc in Q4 2024 and has held it in 6 quarters since.
  • Vista Investment Partners II's Strategy Inc position peaked at $15.7M in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Vista Investment Partners II's 13F filing for Q1 2026, filed 23 Apr 2026.