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Berkshire Capital Holdings’s Strategy Inc MSTR Stock Holding History

Berkshire Capital Holdings’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 		$869 Hold
10
– – ﹤0.01% 94
2026
Q1 		$1.25K Hold
10
– – ﹤0.01% 70
2025
Q4 		$1.52K Hold
10
– – ﹤0.01% 65
2025
Q3 		$3.22K Sell
10
-21,130
-100% -$7.84M ﹤0.01% 42
2025
Q2 		$8.55M Sell
21,140
-6,580
-24% -$2.4M 2.99% 16
2025
Q1 		$7.99M Buy
27,720
+27,710
+277,100% +$8.8M 3.82% 16
2024
Q4 		$2.9K Sell
10
-66,130
-100% -$19.9M ﹤0.01% 43
2024
Q3 		$11.2M Buy
66,140
+66,040
+66,040% +$9.44M 4.73% 11
2024
Q2 		$13.8K Hold
100
– – 0.01% 25
2024
Q1 		$17K Sell
100
-154,600
-100% -$14.1M 0.01% 21
2023
Q4 		$9.77M Buy
154,700
+154,600
+154,600% +$7.33M 4.42% 10
2023
Q3 		$3.28K Sell
100
-219,400
-100% -$8.26M ﹤0.01% 31
2023
Q2 		$7.52M Sell
219,500
-43,600
-17% -$1.32M 3.1% 14
2023
Q1 		$7.69M Buy
+263,100
New +$6.42M 3.44% 18
2021
Q3 		– Sell
-100
Closed -$7K – 92
2021
Q2 		$7K Hold
100
– – ﹤0.01% 38
2021
Q1 		$7K Buy
+100
New +$7.06K ﹤0.01% 34

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 $3.38T AUM 44.17% 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

Berkshire Capital Holdings's MSTR Position: Q2 2026 in Review

Berkshire Capital Holdings held its Strategy Inc (MSTR) position steady in Q2 2026 at 10 shares worth $869. The position accounts for ﹤0.01% of the portfolio, ranked #94.

Berkshire Capital Holdings first reported a position in MSTR in Q1 2021 and has held it in 16 quarters since. The position peaked at $11.2M in Q3 2024. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Berkshire Capital Holdings held 10 shares of Strategy Inc worth $869 as of Q2 2026.
  • Berkshire Capital Holdings left its Strategy Inc share count unchanged in Q2 2026.
  • Strategy Inc made up ﹤0.01% of Berkshire Capital Holdings's portfolio in Q2 2026, its #94 holding.
  • Berkshire Capital Holdings first reported a position in Strategy Inc in Q1 2021 and has held it in 16 quarters since.
  • Berkshire Capital Holdings's Strategy Inc position peaked at $11.2M in Q3 2024.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Berkshire Capital Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.