Goldman Sachs
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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 		$192M Sell
1,541,500
-670,700
-30% -$95.9M 0.02% 692
2025
Q4 		$336M Buy
2,212,200
+20,300
+0.9% +$4.67M 0.04% 429
2025
Q3 		$706M Buy
2,191,900
+1,227,100
+127% +$455M 0.09% 210
2025
Q2 		$390M Buy
964,800
+256,000
+36% +$93.3M 0.05% 347
2025
Q1 		$204M Buy
708,800
+8,800
+1% +$2.79M 0.03% 506
2024
Q4 		$203M Sell
700,000
-199,500
-22% -$60M 0.03% 495
2024
Q3 		$152M Buy
899,500
+571,500
+174% +$81.7M 0.02% 613
2024
Q2 		$45.2M Buy
328,000
+36,000
+12% +$5.19M 0.01% 1230
2024
Q1 		$49.8M Sell
292,000
-340,000
-54% -$31M 0.01% 1174
2023
Q4 		$39.9M Buy
632,000
+327,000
+107% +$15.5M 0.01% 1340
2023
Q3 		$10M Buy
305,000
+275,000
+917% +$10.4M ﹤0.01% 2385
2023
Q2 		$1.03M Sell
30,000
-1,065,000
-97% -$32.3M ﹤0.01% 4321
2023
Q1 		$32M Sell
1,095,000
-624,000
-36% -$15.2M 0.01% 1387
2022
Q4 		$24.3M Buy
1,719,000
+1,175,000
+216% +$24M 0.01% 1771
2022
Q3 		$11.5M Buy
544,000
+400,000
+278% +$10M ﹤0.01% 2377
2022
Q2 		$2.37M Buy
+144,000
New +$4.16M ﹤0.01% 3905
2021
Q3 		– Sell
-985,000
Closed -$65.5M – 6412
2021
Q2 		$65.5M Buy
985,000
+977,000
+12,213% +$57.8M 0.01% 1045
2021
Q1 		$543K Buy
+8,000
New +$565K ﹤0.01% 5054
2017
Q4 		– Sell
-168,000
Closed -$2.15M – 6539
2017
Q3 		$2.15M Buy
+168,000
New +$2.44M ﹤0.01% 3926
2016
Q2 		– Sell
-103,000
Closed -$1.85M – 7159
2016
Q1 		$1.85M Buy
+103,000
New +$1.67M ﹤0.01% 3555

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
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.