Altshuler Shaham’s Strategy Inc MSTR Stock Holding History

Altshuler Shaham’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	$12.2K	Sell	98 -1,748	-95%	-$250K	﹤0.01%	250
2025 Q4	$281K	Buy	1,846 +1,838	+22,975%	+$423K	﹤0.01%	161
2025 Q3	$2.58K	Buy	+8	New	+$2.97K	﹤0.01%	340
2025 Q2	–	Hold	0	–	–	–	101
2025 Q1	–	Hold	0	–	–	–	85
2021 Q3	–	Sell	-5,380	Closed	-$358K	–	615
2021 Q2	$358K	Buy	5,380 +210	+4%	+$12.4K	﹤0.01%	228
2021 Q1	$351K	Sell	5,170 -2,370	-31%	-$167K	﹤0.01%	162
2020 Q4	$293K	Buy	+7,540	New	+$176K	0.01%	143
2020 Q2	–	Sell	-350	Closed	-$4K	–	492
2020 Q1	$4K	Buy	350 +60	+21%	+$815	﹤0.01%	358
2019 Q4	$4K	Buy	290 +230	+383%	+$3.42K	﹤0.01%	395
2019 Q3	$1K	Buy	+60	New	+$822	﹤0.01%	379

Other funds holding MSTR

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Altshuler Shaham's MSTR Position: Q1 2026 in Review

Altshuler Shaham reduced its Strategy Inc (MSTR) stake by 95% in Q1 2026, selling an estimated $250K and leaving 98 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

Altshuler Shaham first reported a position in MSTR in Q3 2019 and has held it in 9 quarters since. The position peaked at $358K in Q2 2021. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

Altshuler Shaham held 98 shares of Strategy Inc worth $12.2K as of Q1 2026.
Altshuler Shaham sold 1,748 Strategy Inc shares in Q1 2026, an estimated $250K.
Strategy Inc made up ﹤0.01% of Altshuler Shaham's portfolio in Q1 2026, its #250 holding.
Altshuler Shaham first reported a position in Strategy Inc in Q3 2019 and has held it in 9 quarters since.
Altshuler Shaham's Strategy Inc position peaked at $358K in Q2 2021.
937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Altshuler Shaham's 13F filing for Q1 2026, filed 18 May 2026.