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Atlantic Union Bankshares’s Strategy Inc MSTR Stock Holding History

Atlantic Union Bankshares’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 		$83.1K Buy
666
+100
+18% +$14.3K ﹤0.01% 791
2025
Q4 		$86K Sell
566
-60
-10% -$13.8K ﹤0.01% 792
2025
Q3 		$202K Buy
626
+500
+397% +$186K ﹤0.01% 594
2025
Q2 		$50.9K Buy
+126
New +$45.9K ﹤0.01% 656
2014
Q2 		– Sell
-4,000
Closed -$42K – 189
2014
Q1 		$42K Buy
+4,000
New +$50K 0.02% 141

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

Atlantic Union Bankshares's MSTR Position: Q1 2026 in Review

Atlantic Union Bankshares increased its Strategy Inc (MSTR) stake by 18% in Q1 2026, buying an estimated $14.3K and bringing the position to 666 shares worth $83.1K. The position accounts for ﹤0.01% of the portfolio, ranked #791.

Atlantic Union Bankshares first reported a position in MSTR in Q1 2014 and has held it in 5 quarters since. The position peaked at $202K in Q3 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Atlantic Union Bankshares held 666 shares of Strategy Inc worth $83.1K as of Q1 2026.
  • Atlantic Union Bankshares bought 100 Strategy Inc shares in Q1 2026, an estimated $14.3K.
  • Strategy Inc made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q1 2026, its #791 holding.
  • Atlantic Union Bankshares first reported a position in Strategy Inc in Q1 2014 and has held it in 5 quarters since.
  • Atlantic Union Bankshares's Strategy Inc position peaked at $202K in Q3 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.