Aberdeen Group
MSTR icon

Aberdeen Group’s Strategy Inc MSTR Stock Holding History

Aberdeen Group’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 		$1.31M Sell
15,106
-43,107
-74% -$6.26M ﹤0.01% 813
2026
Q1 		$7.26M Buy
58,213
+4,987
+9% +$713K 0.01% 641
2025
Q4 		$8.09M Sell
53,226
-315
-0.6% -$72.5K 0.01% 644
2025
Q3 		$17M Buy
53,541
+15,765
+42% +$5.85M 0.03% 485
2025
Q2 		$15.2M Buy
37,776
+7,828
+26% +$2.85M 0.03% 488
2025
Q1 		$8.63M Buy
29,948
+3,164
+12% +$1M 0.02% 593
2024
Q4 		$7.76M Sell
26,784
-5,037
-16% -$1.52M 0.01% 560
2024
Q3 		$5.37M Buy
31,821
+29,001
+1,028% +$4.15M 0.01% 637
2024
Q2 		$388K Buy
+2,820
New +$406K ﹤0.01% 882

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

Aberdeen Group's MSTR Position: Q2 2026 in Review

Aberdeen Group reduced its Strategy Inc (MSTR) stake by 74% in Q2 2026, selling an estimated $6.26M and leaving 15,106 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #813.

Aberdeen Group first reported a position in MSTR in Q2 2024 and has held it in 9 quarters since. The position peaked at $17M in Q3 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Aberdeen Group held 15,106 shares of Strategy Inc worth $1.31M as of Q2 2026.
  • Aberdeen Group sold 43,107 Strategy Inc shares in Q2 2026, an estimated $6.26M.
  • Strategy Inc made up ﹤0.01% of Aberdeen Group's portfolio in Q2 2026, its #813 holding.
  • Aberdeen Group first reported a position in Strategy Inc in Q2 2024 and has held it in 9 quarters since.
  • Aberdeen Group's Strategy Inc position peaked at $17M in Q3 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Aberdeen Group's 13F filing for Q2 2026, filed 31 Jul 2026.