Vontobel Holding
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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
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 $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

Vontobel Holding's MSTR Position: Q1 2026 in Review

Vontobel Holding increased its Strategy Inc (MSTR) stake by 1,387% in Q1 2026, buying an estimated $49.8M and bringing the position to 373,356 shares worth $46.6M. The position accounts for 0.16% of the portfolio, ranked #128.

Vontobel Holding first reported a position in MSTR in Q1 2021 and has held it in 14 quarters since. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Vontobel Holding held 373,356 shares of Strategy Inc worth $46.6M as of Q1 2026.
  • Vontobel Holding bought 348,243 Strategy Inc shares in Q1 2026, an estimated $49.8M.
  • Strategy Inc made up 0.16% of Vontobel Holding's portfolio in Q1 2026, its #128 holding.
  • Vontobel Holding first reported a position in Strategy Inc in Q1 2021 and has held it in 14 quarters since.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.