Fiduciary Trust’s Strategy Inc MSTR Stock Holding History

Fiduciary Trust’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	$501K	Sell	5,766 -3	-0.1%	-$435	0.01%	603
2026 Q1	$720K	Sell	5,769 -16	-0.3%	-$2.29K	0.01%	483
2025 Q4	$879K	Sell	5,785 -7	-0.1%	-$1.61K	0.01%	442
2025 Q3	$1.87M	Sell	5,792 -15	-0.3%	-$5.57K	0.02%	293
2025 Q2	$2.35M	Buy	5,807 +39	+0.7%	+$14.2K	0.03%	258
2025 Q1	$1.66M	Buy	5,768 +5	+0.1%	+$1.59K	0.02%	296
2024 Q4	$1.67M	Sell	5,763 -4,997	-46%	-$1.5M	0.02%	281
2024 Q3	$1.81M	Buy	10,760 +160	+2%	+$22.9K	0.03%	271
2024 Q2	$1.46M	Hold	10,600	–	–	0.02%	285
2024 Q1	$1.81M	Buy	10,600 +1,650	+18%	+$150K	0.03%	261
2023 Q4	$565K	Buy	+8,950	New	+$424K	0.01%	429

Other funds holding MSTR

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fiduciary Trust's MSTR Position: Q2 2026 in Review

Fiduciary Trust reduced its Strategy Inc (MSTR) stake by 0.05% in Q2 2026, selling an estimated $435 and leaving 5,766 shares worth $501K. The position accounts for 0.01% of the portfolio, ranked #603.

Fiduciary Trust first reported a position in MSTR in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.35M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Fiduciary Trust held 5,766 shares of Strategy Inc worth $501K as of Q2 2026.
Fiduciary Trust sold 3 Strategy Inc shares in Q2 2026, an estimated $435.
Strategy Inc made up 0.01% of Fiduciary Trust's portfolio in Q2 2026, its #603 holding.
Fiduciary Trust first reported a position in Strategy Inc in Q4 2023 and has held it in 11 quarters since.
Fiduciary Trust's Strategy Inc position peaked at $2.35M in Q2 2025.
852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.