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Crossmark Global Holdings’s Strategy Inc MSTR Stock Holding History

Crossmark Global 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 		$225K Sell
2,594
-42
-2% -$6.1K ﹤0.01% 1183
2026
Q1 		$329K Buy
2,636
+56
+2% +$8.01K ﹤0.01% 984
2025
Q4 		$392K Buy
2,580
+522
+25% +$120K 0.01% 926
2025
Q3 		$663K Buy
2,058
+136
+7% +$50.5K 0.01% 781
2025
Q2 		$777K Buy
1,922
+119
+7% +$43.3K 0.01% 703
2025
Q1 		$520K Buy
1,803
+594
+49% +$189K 0.01% 864
2024
Q4 		$351K Buy
+1,209
New +$364K 0.01% 984
2024
Q3 		– Sell
-4,000
Closed -$551K – 1324
2024
Q2 		$551K Buy
4,000
+110
+3% +$15.8K 0.01% 787
2024
Q1 		$663K Buy
+3,890
New +$355K 0.01% 750
2021
Q4 		– Sell
-15,790
Closed -$913K – 1434
2021
Q3 		$913K Sell
15,790
-2,740
-15% -$176K 0.02% 641
2021
Q2 		$1.23M Sell
18,530
-600
-3% -$35.5K 0.03% 540
2021
Q1 		$1.3M Buy
19,130
+100
+0.5% +$7.06K 0.03% 510
2020
Q4 		$739K Buy
+19,030
New +$444K 0.02% 683
2018
Q4 		– Sell
-16,550
Closed -$233K – 1491
2018
Q3 		$233K Sell
16,550
-4,730
-22% -$66.4K 0.01% 1470
2018
Q2 		$272K Buy
21,280
+2,430
+13% +$31.7K 0.01% 1374
2018
Q1 		$243K Sell
18,850
-1,440
-7% -$19.4K 0.01% 1402
2017
Q4 		$266K Sell
20,290
-2,390
-11% -$32.1K 0.01% 1442
2017
Q3 		$290K Buy
+22,680
New +$330K 0.01% 1338
2016
Q3 		$290K Buy
+22,680
New +$390K 0.01% 1338

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

Crossmark Global Holdings's MSTR Position: Q2 2026 in Review

Crossmark Global Holdings reduced its Strategy Inc (MSTR) stake by 1.6% in Q2 2026, selling an estimated $6.1K and leaving 2,594 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

Crossmark Global Holdings first reported a position in MSTR in Q3 2016 and has held it in 19 quarters since. The position peaked at $1.3M in Q1 2021. 850 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Crossmark Global Holdings held 2,594 shares of Strategy Inc worth $225K as of Q2 2026.
  • Crossmark Global Holdings sold 42 Strategy Inc shares in Q2 2026, an estimated $6.1K.
  • Strategy Inc made up ﹤0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #1183 holding.
  • Crossmark Global Holdings first reported a position in Strategy Inc in Q3 2016 and has held it in 19 quarters since.
  • Crossmark Global Holdings's Strategy Inc position peaked at $1.3M in Q1 2021.
  • 850 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.