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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
Q2 		$1.92M Hold
348
– – 0.02% 104
2026
Q1 		$1.41M Sell
348
-26
-7% -$3.72K 0.03% 106
2025
Q4 		$1.29M Buy
374
+26
+7% +$5.99K 0.02% 84
2025
Q3 		$579K Hold
348
– – 0.01% 116
2025
Q2 		$669K Buy
348
+198
+132% +$72.1K 0.02% 91
2025
Q1 		$69.3K Buy
150
+30
+25% +$9.53K ﹤0.01% 150
2024
Q4 		$100K Buy
+120
New +$36.1K ﹤0.01% 128

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

Altshuler Shaham's MSTR Position: Q2 2026 in Review

Altshuler Shaham reduced its Strategy Inc (MSTR) stake by 8.2% in Q2 2026, selling an estimated $1.16K and leaving 90 shares worth $7.82K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Altshuler Shaham first reported a position in MSTR in Q3 2019 and has held it in 10 quarters since. The position peaked at $358K in Q2 2021. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Altshuler Shaham held 90 shares of Strategy Inc worth $7.82K as of Q2 2026.
  • Altshuler Shaham sold 8 Strategy Inc shares in Q2 2026, an estimated $1.16K.
  • Strategy Inc made up ﹤0.01% of Altshuler Shaham's portfolio in Q2 2026, its #337 holding.
  • Altshuler Shaham first reported a position in Strategy Inc in Q3 2019 and has held it in 10 quarters since.
  • Altshuler Shaham's Strategy Inc position peaked at $358K in Q2 2021.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Altshuler Shaham's 13F filing for Q2 2026, filed 12 Aug 2026.