B. Metzler seel. Sohn & Co’s Strategy Inc MSTR Stock Holding History

B. Metzler seel. Sohn & Co’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	$1.07M	Sell	8,547 -57	-0.7%	-$8.15K	0.01%	531
2025 Q4	$1.31M	Sell	8,604 -571	-6%	-$131K	0.01%	496
2025 Q3	$2.96M	Buy	9,175 +457	+5%	+$170K	0.03%	305
2025 Q2	$3.52M	Sell	8,718 -110	-1%	-$40.1K	0.03%	253
2025 Q1	$2.54M	Buy	8,828 +2,074	+31%	+$659K	0.03%	303
2024 Q4	$1.96M	Buy	6,754 +3,144	+87%	+$946K	0.02%	372
2024 Q3	$609K	Hold	3,610	–	–	0.01%	619
2024 Q2	$497K	Buy	+3,610	New	+$520K	﹤0.01%	635

Other funds holding MSTR

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

B. Metzler seel. Sohn & Co's MSTR Position: Q1 2026 in Review

B. Metzler seel. Sohn & Co reduced its Strategy Inc (MSTR) stake by 0.66% in Q1 2026, selling an estimated $8.15K and leaving 8,547 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #531.

B. Metzler seel. Sohn & Co first reported a position in MSTR in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.52M in Q2 2025. 940 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

B. Metzler seel. Sohn & Co held 8,547 shares of Strategy Inc worth $1.07M as of Q1 2026.
B. Metzler seel. Sohn & Co sold 57 Strategy Inc shares in Q1 2026, an estimated $8.15K.
Strategy Inc made up 0.01% of B. Metzler seel. Sohn & Co's portfolio in Q1 2026, its #531 holding.
B. Metzler seel. Sohn & Co first reported a position in Strategy Inc in Q2 2024 and has held it in 8 quarters since.
B. Metzler seel. Sohn & Co's Strategy Inc position peaked at $3.52M in Q2 2025.
940 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q1 2026, filed 8 May 2026.