Franklin Resources
MSTR icon

Franklin Resources’s Strategy Inc MSTR Stock Holding History

Franklin Resources’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 		$2.03M Buy
23,355
+3,128
+15% +$454K ﹤0.01% 1999
2026
Q1 		$2.52M Sell
20,227
-30,873
-60% -$4.41M ﹤0.01% 1824
2025
Q4 		$7.76M Buy
51,100
+3,895
+8% +$897K ﹤0.01% 1241
2025
Q3 		$15.2M Buy
47,205
+16,776
+55% +$6.22M ﹤0.01% 1035
2025
Q2 		$12.3M Buy
30,429
+12,822
+73% +$4.67M ﹤0.01% 1068
2025
Q1 		$5.08M Buy
17,607
+3,716
+27% +$1.18M ﹤0.01% 1342
2024
Q4 		$4.02M Buy
13,891
+9,643
+227% +$2.9M ﹤0.01% 1444
2024
Q3 		$857K Sell
4,248
-36,882
-90% -$5.27M ﹤0.01% 2053
2024
Q2 		$5.67M Sell
41,130
-163,280
-80% -$23.5M ﹤0.01% 1271
2024
Q1 		$34.8M Buy
204,410
+189,570
+1,277% +$17.3M 0.01% 692
2023
Q4 		$937K Buy
14,840
+1,640
+12% +$77.7K ﹤0.01% 1674
2023
Q3 		$433K Buy
13,200
+4,200
+47% +$158K ﹤0.01% 1993
2023
Q2 		$308K Buy
+9,000
New +$273K ﹤0.01% 2198
2022
Q1 		– Sell
-4,920
Closed -$268K – 2497
2021
Q4 		$268K Sell
4,920
-1,470
-23% -$101K ﹤0.01% 2135
2021
Q3 		$370K Buy
6,390
+940
+17% +$60.3K ﹤0.01% 2002
2021
Q2 		$362K Buy
5,450
+480
+10% +$28.4K ﹤0.01% 1672
2021
Q1 		$337K Buy
+4,970
New +$351K ﹤0.01% 1675

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

Franklin Resources's MSTR Position: Q2 2026 in Review

Franklin Resources increased its Strategy Inc (MSTR) stake by 15% in Q2 2026, buying an estimated $454K and bringing the position to 23,355 shares worth $2.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1999.

Franklin Resources first reported a position in MSTR in Q1 2021 and has held it in 17 quarters since. The position peaked at $34.8M in Q1 2024. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Franklin Resources held 23,355 shares of Strategy Inc worth $2.03M as of Q2 2026.
  • Franklin Resources bought 3,128 Strategy Inc shares in Q2 2026, an estimated $454K.
  • Strategy Inc made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #1999 holding.
  • Franklin Resources first reported a position in Strategy Inc in Q1 2021 and has held it in 17 quarters since.
  • Franklin Resources's Strategy Inc position peaked at $34.8M in Q1 2024.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.