Goldman Sachs’s Strategy Inc MSTR Stock Holding History

Goldman Sachs’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	$66.1M	Sell	529,700 -317,900	-38%	-$45.4M	0.01%	1354
2025 Q4	$129M	Sell	847,600 -380,600	-31%	-$87.6M	0.02%	843
2025 Q3	$396M	Buy	1,228,200 +920,700	+299%	+$342M	0.05%	373
2025 Q2	$124M	Sell	307,500 -29,400	-9%	-$10.7M	0.02%	774
2025 Q1	$97.1M	Sell	336,900 -27,000	-7%	-$8.57M	0.02%	799
2024 Q4	$105M	Sell	363,900 -28,000	-7%	-$8.43M	0.02%	796
2024 Q3	$66.1M	Sell	391,900 -557,100	-59%	-$79.6M	0.01%	1037
2024 Q2	$131M	Buy	949,000 +879,000	+1,256%	+$127M	0.02%	669
2024 Q1	$11.9M	Sell	70,000 -49,000	-41%	-$4.47M	﹤0.01%	2319
2023 Q4	$7.52M	Sell	119,000 -21,000	-15%	-$995K	﹤0.01%	2782
2023 Q3	$4.6M	Buy	+140,000	New	+$5.27M	﹤0.01%	3055
2023 Q1	–	Sell	-76,000	Closed	-$1.08M	–	6125
2022 Q4	$1.08M	Hold	76,000	–	–	﹤0.01%	4376
2022 Q3	$1.61M	Hold	76,000	–	–	﹤0.01%	4156
2022 Q2	$1.25M	Sell	76,000 -49,000	-39%	-$1.42M	﹤0.01%	4441
2022 Q1	$6.08M	Sell	125,000 -135,000	-52%	-$5.84M	﹤0.01%	3171
2021 Q4	$14.2M	Buy	+260,000	New	+$17.9M	﹤0.01%	2443
2021 Q3	–	Sell	-47,000	Closed	-$3.12M	–	6411
2021 Q2	$3.12M	Buy	+47,000	New	+$2.78M	﹤0.01%	3778
2016 Q1	–	Sell	-615,000	Closed	-$11M	–	7231
2015 Q4	$11M	Buy	+615,000	New	+$11.2M	﹤0.01%	2179

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

Goldman Sachs's MSTR Position: Q1 2026 in Review

Goldman Sachs reduced its Strategy Inc (MSTR) stake by 23% in Q1 2026, selling an estimated $77.7M and leaving 1,786,662 shares worth $223M. The position accounts for 0.03% of the portfolio, ranked #634.

Goldman Sachs first reported a position in MSTR in Q2 2013 and has held it in 52 quarters since. The position peaked at $674M in Q3 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

Goldman Sachs held 1,786,662 shares of Strategy Inc worth $223M as of Q1 2026.
Goldman Sachs sold 543,480 Strategy Inc shares in Q1 2026, an estimated $77.7M.
Strategy Inc made up 0.03% of Goldman Sachs's portfolio in Q1 2026, its #634 holding.
Goldman Sachs first reported a position in Strategy Inc in Q2 2013 and has held it in 52 quarters since.
Goldman Sachs's Strategy Inc position peaked at $674M in Q3 2025.
937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.