Baird Financial Group
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Baird Financial Group’s Strategy Inc MSTR Stock Holding History

Baird Financial Group’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 		$1.58M Buy
18,147
+1,701
+10% +$247K ﹤0.01% 1186
2026
Q1 		$2.05M Buy
16,446
+14,970
+1,014% +$2.14M ﹤0.01% 1034
2025
Q4 		$224K Sell
1,476
-6,678
-82% -$1.54M ﹤0.01% 1708
2025
Q3 		$2.63M Sell
8,154
-4,294
-34% -$1.59M ﹤0.01% 955
2025
Q2 		$5.03M Buy
12,448
+5,871
+89% +$2.14M 0.01% 718
2025
Q1 		$1.9M Sell
6,577
-622
-9% -$197K ﹤0.01% 981
2024
Q4 		$2.08M Buy
7,199
+4,654
+183% +$1.4M ﹤0.01% 959
2024
Q3 		$429K Buy
+2,545
New +$364K ﹤0.01% 1434
2023
Q4 		– Sell
-6,460
Closed -$212K – 1770
2023
Q3 		$212K Buy
+6,460
New +$243K ﹤0.01% 1613
2020
Q3 		– Sell
-17,500
Closed -$207K – 1544
2020
Q2 		$207K Buy
+17,500
New +$213K ﹤0.01% 1412

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

Baird Financial Group's MSTR Position: Q2 2026 in Review

Baird Financial Group increased its Strategy Inc (MSTR) stake by 10% in Q2 2026, buying an estimated $247K and bringing the position to 18,147 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #1186.

Baird Financial Group first reported a position in MSTR in Q2 2020 and has held it in 10 quarters since. The position peaked at $5.03M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Baird Financial Group held 18,147 shares of Strategy Inc worth $1.58M as of Q2 2026.
  • Baird Financial Group bought 1,701 Strategy Inc shares in Q2 2026, an estimated $247K.
  • Strategy Inc made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1186 holding.
  • Baird Financial Group first reported a position in Strategy Inc in Q2 2020 and has held it in 10 quarters since.
  • Baird Financial Group's Strategy Inc position peaked at $5.03M in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.