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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 		$40K Buy
95
+25
+36% +$3.57K ﹤0.01% 189
2025
Q4 		$17.8K Buy
70
+15
+27% +$3.45K ﹤0.01% 242
2025
Q3 		$135K Sell
55
-85
-61% -$31.5K ﹤0.01% 153
2025
Q2 		$837K Buy
140
+80
+133% +$29.1K 0.03% 84
2025
Q1 		$229K Buy
60
+28
+88% +$8.89K 0.01% 130
2024
Q4 		$214K Buy
+32
New +$9.63K 0.01% 96

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

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.