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
Q2 		$2.56M Buy
+29,400
New +$4.27M 0.01% 588
2026
Q1 		– Sell
-16,400
Closed -$2.49M – 1389
2025
Q4 		$2.49M Buy
16,400
+12,400
+310% +$2.85M 0.01% 523
2025
Q3 		$1.29M Buy
4,000
+3,000
+300% +$1.11M ﹤0.01% 653
2025
Q2 		$404K Buy
+1,000
New +$364K ﹤0.01% 958

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

Vontobel Holding's MSTR Position: Q2 2026 in Review

Vontobel Holding reduced its Strategy Inc (MSTR) stake by 73% in Q2 2026, selling an estimated $39.4M and leaving 102,224 shares worth $8.89M. The position accounts for 0.03% of the portfolio, ranked #334.

Vontobel Holding first reported a position in MSTR in Q1 2021 and has held it in 15 quarters since. The position peaked at $46.6M in Q1 2026. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Vontobel Holding held 102,224 shares of Strategy Inc worth $8.89M as of Q2 2026.
  • Vontobel Holding sold 271,132 Strategy Inc shares in Q2 2026, an estimated $39.4M.
  • Strategy Inc made up 0.03% of Vontobel Holding's portfolio in Q2 2026, its #334 holding.
  • Vontobel Holding first reported a position in Strategy Inc in Q1 2021 and has held it in 15 quarters since.
  • Vontobel Holding's Strategy Inc position peaked at $46.6M in Q1 2026.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.