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
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 $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

Baird Financial Group's MSTR Position: Q1 2026 in Review

Baird Financial Group increased its Strategy Inc (MSTR) stake by 1,014% in Q1 2026, buying an estimated $2.14M and bringing the position to 16,446 shares worth $2.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

Baird Financial Group first reported a position in MSTR in Q2 2020 and has held it in 9 quarters since. The position peaked at $5.03M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Baird Financial Group held 16,446 shares of Strategy Inc worth $2.05M as of Q1 2026.
  • Baird Financial Group bought 14,970 Strategy Inc shares in Q1 2026, an estimated $2.14M.
  • Strategy Inc made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1034 holding.
  • Baird Financial Group first reported a position in Strategy Inc in Q2 2020 and has held it in 9 quarters since.
  • Baird Financial Group's Strategy Inc position peaked at $5.03M in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.