Federated Hermes’s Strategy Inc MSTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $261 | Buy |
+3
| New | +$435 | ﹤0.01% | 2029 |
|
|
2025
Q4 | – | Sell |
-105
| Closed | -$33.8K | – | 2163 |
|
|
2025
Q3 | $33.8K | Sell |
105
-874
| -89% | -$324K | ﹤0.01% | 1737 |
|
|
2025
Q2 | $396K | Buy |
+979
| New | +$357K | ﹤0.01% | 1389 |
|
|
2024
Q3 | – | Sell |
-43,860
| Closed | -$6.04M | – | 2123 |
|
|
2024
Q2 | $6.04M | Sell |
43,860
-3,040
| -6% | -$438K | 0.01% | 668 |
|
|
2024
Q1 | $7.99M | Buy |
+46,900
| New | +$4.28M | 0.02% | 611 |
|
|
2022
Q4 | – | Sell |
-10
| Closed | -$1K | – | 2233 |
|
|
2022
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 2062 |
|
|
2022
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 2059 |
|
|
2022
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 2101 |
|
|
2021
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 2129 |
|
|
2021
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 2147 |
|
|
2021
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 2142 |
|
|
2021
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 2178 |
|
|
2020
Q4 | $1K | Sell |
10
-1,200
| -99% | -$28K | ﹤0.01% | 2182 |
|
|
2020
Q3 | $19K | Sell |
1,210
-40
| -3% | -$541 | ﹤0.01% | 1903 |
|
|
2020
Q2 | $16K | Sell |
1,250
-100
| -7% | -$1.22K | ﹤0.01% | 1898 |
|
|
2020
Q1 | $17K | Buy |
1,350
+70
| +5% | +$951 | ﹤0.01% | 1809 |
|
|
2019
Q4 | $19K | Sell |
1,280
-70
| -5% | -$1.04K | ﹤0.01% | 1841 |
|
|
2019
Q3 | $21K | Sell |
1,350
-510
| -27% | -$6.99K | ﹤0.01% | 1822 |
|
|
2019
Q2 | $28K | Sell |
1,860
-260
| -12% | -$3.67K | ﹤0.01% | 1757 |
|
|
2019
Q1 | $31K | Buy |
2,120
+670
| +46% | +$9.28K | ﹤0.01% | 1710 |
|
|
2018
Q4 | $19K | Buy |
1,450
+1,420
| +4,733% | +$18K | ﹤0.01% | 1781 |
|
|
2018
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 2206 |
|
|
2018
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 2152 |
|
|
2018
Q1 | $1K | Sell |
30
-20
| -40% | -$269 | ﹤0.01% | 2109 |
|
|
2017
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 2121 |
|
|
2017
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 2095 |
|
|
2017
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 2094 |
|
|
2017
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 2084 |
|
|
2016
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 2059 |
|
|
2016
Q3 | $1K | Sell |
50
-30,850
| -100% | -$531K | ﹤0.01% | 2072 |
|
|
2016
Q2 | $541K | Sell |
30,900
-55,370
| -64% | -$1.02M | ﹤0.01% | 1257 |
|
|
2016
Q1 | $1.55M | Buy |
+86,270
| New | +$1.4M | ﹤0.01% | 936 |
|
|
2015
Q4 | – | Sell |
-10,740
| Closed | -$211K | – | 2131 |
|
|
2015
Q3 | $211K | Buy |
10,740
+2,640
| +33% | +$52.3K | ﹤0.01% | 1492 |
|
|
2015
Q2 | $138K | Sell |
8,100
-17,910
| -69% | -$315K | ﹤0.01% | 1551 |
|
|
2015
Q1 | $440K | Buy |
26,010
+2,220
| +9% | +$37.5K | ﹤0.01% | 1393 |
|
|
2014
Q4 | $386K | Buy |
23,790
+6,880
| +41% | +$109K | ﹤0.01% | 1398 |
|
|
2014
Q3 | $221K | Sell |
16,910
-7,000
| -29% | -$97.4K | ﹤0.01% | 1494 |
|
|
2014
Q2 | $336K | Hold |
23,910
| – | – | ﹤0.01% | 1429 |
|
|
2014
Q1 | $276K | Buy |
23,910
+80
| +0.3% | +$999 | ﹤0.01% | 1451 |
|
|
2013
Q4 | $296K | Sell |
23,830
-550
| -2% | -$6.48K | ﹤0.01% | 1421 |
|
|
2013
Q3 | $253K | Sell |
24,380
-4,900
| -17% | -$47.7K | ﹤0.01% | 1426 |
|
|
2013
Q2 | $255K | Buy |
+29,280
| New | +$274K | ﹤0.01% | 1417 |
|
Other funds holding MSTR
Federated Hermes's MSTR Position: Q2 2026 in Review
Federated Hermes opened a new position in Strategy Inc (MSTR) in Q2 2026: 3 shares worth $261. The stake represents ﹤0.01% of the portfolio and ranks #2029 among its holdings. This is a return to the name: Federated Hermes previously reported a position in MSTR as recently as Q3 2025.
Federated Hermes first reported a position in MSTR in Q2 2013 and has held it in 42 quarters since. The position peaked at $7.99M in Q1 2024. 850 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.
- Federated Hermes held 3 shares of Strategy Inc worth $261 as of Q2 2026.
- Strategy Inc was a new Federated Hermes position in Q2 2026.
- Strategy Inc made up ﹤0.01% of Federated Hermes's portfolio in Q2 2026, its #2029 holding.
- Federated Hermes first reported a position in Strategy Inc in Q2 2013 and has held it in 42 quarters since.
- Federated Hermes's Strategy Inc position peaked at $7.99M in Q1 2024.
- 850 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.
Based on Federated Hermes's 13F filing for Q2 2026, filed 12 Aug 2026.