Ameriprise’s Strategy Inc MSTR Stock Holding History

Ameriprise’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	$86.9M	Buy	+1,000,000	New	+$145M	0.02%	664

Other funds holding MSTR

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise's MSTR Position: Q2 2026 in Review

Ameriprise increased its Strategy Inc (MSTR) stake by 24% in Q2 2026, buying an estimated $3.05M and bringing the position to 107,219 shares worth $9.32M. The position accounts for ﹤0.01% of the portfolio, ranked #2105.

Ameriprise first reported a position in MSTR in Q2 2013 and has held it in 53 quarters since. The position peaked at $50.6M in Q1 2024. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Ameriprise held 107,219 shares of Strategy Inc worth $9.32M as of Q2 2026.
Ameriprise bought 21,010 Strategy Inc shares in Q2 2026, an estimated $3.05M.
Strategy Inc made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #2105 holding.
Ameriprise first reported a position in Strategy Inc in Q2 2013 and has held it in 53 quarters since.
Ameriprise's Strategy Inc position peaked at $50.6M in Q1 2024.
852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.