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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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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: Q1 2026 in Review

Berkshire Capital Holdings held its Strategy Inc (MSTR) position steady in Q1 2026 at 10 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #70.

Berkshire Capital Holdings first reported a position in MSTR in Q1 2021 and has held it in 15 quarters since. The position peaked at $11.2M in Q3 2024. 940 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Berkshire Capital Holdings held 10 shares of Strategy Inc worth $1.25K as of Q1 2026.
  • Berkshire Capital Holdings left its Strategy Inc share count unchanged in Q1 2026.
  • Strategy Inc made up ﹤0.01% of Berkshire Capital Holdings's portfolio in Q1 2026, its #70 holding.
  • Berkshire Capital Holdings first reported a position in Strategy Inc in Q1 2021 and has held it in 15 quarters since.
  • Berkshire Capital Holdings's Strategy Inc position peaked at $11.2M in Q3 2024.
  • 940 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Berkshire Capital Holdings's 13F filing for Q1 2026, filed 12 May 2026.