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 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 $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiduciary Trust's MSTR Position: Q1 2026 in Review

Fiduciary Trust reduced its Strategy Inc (MSTR) stake by 0.28% in Q1 2026, selling an estimated $2.29K and leaving 5,769 shares worth $720K. The position accounts for 0.01% of the portfolio, ranked #483.

Fiduciary Trust first reported a position in MSTR in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.35M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

Fiduciary Trust held 5,769 shares of Strategy Inc worth $720K as of Q1 2026.
Fiduciary Trust sold 16 Strategy Inc shares in Q1 2026, an estimated $2.29K.
Strategy Inc made up 0.01% of Fiduciary Trust's portfolio in Q1 2026, its #483 holding.
Fiduciary Trust first reported a position in Strategy Inc in Q4 2023 and has held it in 10 quarters since.
Fiduciary Trust's Strategy Inc position peaked at $2.35M in Q2 2025.
937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.