AUB
MSTR icon

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
Q2 		$19.6K Sell
226
-440
-66% -$63.9K ﹤0.01% 1179
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 $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

Atlantic Union Bankshares's MSTR Position: Q2 2026 in Review

Atlantic Union Bankshares reduced its Strategy Inc (MSTR) stake by 66% in Q2 2026, selling an estimated $63.9K and leaving 226 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1179.

Atlantic Union Bankshares first reported a position in MSTR in Q1 2014 and has held it in 6 quarters since. The position peaked at $202K in Q3 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Atlantic Union Bankshares held 226 shares of Strategy Inc worth $19.6K as of Q2 2026.
  • Atlantic Union Bankshares sold 440 Strategy Inc shares in Q2 2026, an estimated $63.9K.
  • Strategy Inc made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #1179 holding.
  • Atlantic Union Bankshares first reported a position in Strategy Inc in Q1 2014 and has held it in 6 quarters since.
  • Atlantic Union Bankshares's Strategy Inc position peaked at $202K in Q3 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.