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iA Global Asset Management’s Strategy Inc MSTR Stock Holding History

iA Global Asset Management’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 		$3.36M Buy
38,605
+897
+2% +$130K 0.04% 233
2026
Q1 		$4.71M Buy
37,708
+4,430
+13% +$633K 0.07% 196
2025
Q4 		$5.06M Buy
33,278
+2,719
+9% +$626K 0.06% 194
2025
Q3 		$9.85M Buy
30,559
+2,453
+9% +$910K 0.13% 127
2025
Q2 		$11.4M Buy
28,106
+1,940
+7% +$707K 0.17% 109
2025
Q1 		$7.54M Buy
26,166
+6,441
+33% +$2.05M 0.13% 125
2024
Q4 		$5.71M Buy
+19,725
New +$5.94M 0.1% 146

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

iA Global Asset Management's MSTR Position: Q2 2026 in Review

iA Global Asset Management increased its Strategy Inc (MSTR) stake by 2.4% in Q2 2026, buying an estimated $130K and bringing the position to 38,605 shares worth $3.36M. The position accounts for 0.04% of the portfolio, ranked #233.

iA Global Asset Management first reported a position in MSTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.4M in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • iA Global Asset Management held 38,605 shares of Strategy Inc worth $3.36M as of Q2 2026.
  • iA Global Asset Management bought 897 Strategy Inc shares in Q2 2026, an estimated $130K.
  • Strategy Inc made up 0.04% of iA Global Asset Management's portfolio in Q2 2026, its #233 holding.
  • iA Global Asset Management first reported a position in Strategy Inc in Q4 2024 and has held it in 7 quarters since.
  • iA Global Asset Management's Strategy Inc position peaked at $11.4M in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on iA Global Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.