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 Q2	$559K	Sell	6,436 -2,111	-25%	-$306K	﹤0.01%	647
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 $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 $3.38T AUM 44.17% 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

B. Metzler seel. Sohn & Co's MSTR Position: Q2 2026 in Review

B. Metzler seel. Sohn & Co reduced its Strategy Inc (MSTR) stake by 25% in Q2 2026, selling an estimated $306K and leaving 6,436 shares worth $559K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

B. Metzler seel. Sohn & Co first reported a position in MSTR in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.52M in Q2 2025. 853 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

B. Metzler seel. Sohn & Co held 6,436 shares of Strategy Inc worth $559K as of Q2 2026.
B. Metzler seel. Sohn & Co sold 2,111 Strategy Inc shares in Q2 2026, an estimated $306K.
Strategy Inc made up ﹤0.01% of B. Metzler seel. Sohn & Co's portfolio in Q2 2026, its #647 holding.
B. Metzler seel. Sohn & Co first reported a position in Strategy Inc in Q2 2024 and has held it in 9 quarters since.
B. Metzler seel. Sohn & Co's Strategy Inc position peaked at $3.52M in Q2 2025.
853 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q2 2026, filed 11 Aug 2026.