Vontobel Holding
MSTR icon

Vontobel Holding’s Strategy Inc MSTR Stock Holding History

Vontobel Holding’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 		$14.4M Sell
94,011
-8,213
-8% -$950K 0.05% 271
2026
Q2 		$8.89M Sell
102,224
-271,132
-73% -$39.4M 0.03% 334
2026
Q1 		$46.6M Buy
373,356
+348,243
+1,387% +$49.8M 0.16% 128
2025
Q4 		$3.82M Buy
25,113
+8,507
+51% +$1.96M 0.01% 439
2025
Q3 		$5.35M Buy
16,606
+8,559
+106% +$3.18M 0.02% 371
2025
Q2 		$3.25M Sell
8,047
-4,537
-36% -$1.65M 0.01% 435
2025
Q1 		$3.63M Sell
12,584
-20,129
-62% -$6.39M 0.01% 366
2024
Q4 		$9.47M Buy
32,713
+8,003
+32% +$2.41M 0.03% 232
2024
Q3 		$4.17M Sell
24,710
-23,630
-49% -$3.38M 0.01% 347
2024
Q2 		$6.66M Buy
48,340
+25,080
+108% +$3.61M 0.02% 267
2024
Q1 		$3.96M Buy
23,260
+13,010
+127% +$1.19M 0.03% 350
2023
Q4 		$647K Hold
10,250
– – 0.01% 722
2023
Q3 		$336K Buy
10,250
+4,290
+72% +$162K ﹤0.01% 870
2023
Q2 		$204K Buy
+5,960
New +$181K ﹤0.01% 1006
2022
Q1 		– Sell
-4,800
Closed -$261K – 1108
2021
Q4 		$261K Buy
+4,800
New +$330K ﹤0.01% 951
2021
Q2 		– Sell
-5,050
Closed -$343K – 1166
2021
Q1 		$343K Buy
+5,050
New +$357K ﹤0.01% 760

Other funds holding MSTR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Vontobel Holding's MSTR Position: Q3 2026 in Review

Vontobel Holding reduced its Strategy Inc (MSTR) stake by 8% in Q3 2026, selling an estimated $950K and leaving 94,011 shares worth $14.4M. The position accounts for 0.05% of the portfolio, ranked #271.

Vontobel Holding first reported a position in MSTR in Q1 2021 and has held it in 16 quarters since. The position peaked at $46.6M in Q1 2026. 515 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • Vontobel Holding held 94,011 shares of Strategy Inc worth $14.4M as of Q3 2026.
  • Vontobel Holding sold 8,213 Strategy Inc shares in Q3 2026, an estimated $950K.
  • Strategy Inc made up 0.05% of Vontobel Holding's portfolio in Q3 2026, its #271 holding.
  • Vontobel Holding first reported a position in Strategy Inc in Q1 2021 and has held it in 16 quarters since.
  • Vontobel Holding's Strategy Inc position peaked at $46.6M in Q1 2026.
  • 515 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.