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J. Safra Sarasin Holding’s Strategy Inc MSTR Stock Holding History

J. Safra Sarasin Holding’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 		$989K Buy
+11,369
New +$1.65M 0.01% 393
2026
Q1 		– Sell
-1,889
Closed -$287K – 572
2025
Q4 		$287K Buy
+1,889
New +$435K ﹤0.01% 465
2025
Q3 		– Sell
-600
Closed -$243K – 523
2025
Q2 		$243K Buy
+600
New +$219K ﹤0.01% 460

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

J. Safra Sarasin Holding's MSTR Position: Q2 2026 in Review

J. Safra Sarasin Holding opened a new position in Strategy Inc (MSTR) in Q2 2026: 11,369 shares worth $989K. The stake represents 0.01% of the portfolio and ranks #393 among its holdings. This is a return to the name: J. Safra Sarasin Holding previously reported a position in MSTR as recently as Q4 2025.

J. Safra Sarasin Holding first reported a position in MSTR in Q2 2025 and has held it in 3 quarters since. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • J. Safra Sarasin Holding held 11,369 shares of Strategy Inc worth $989K as of Q2 2026.
  • Strategy Inc was a new J. Safra Sarasin Holding position in Q2 2026.
  • Strategy Inc made up 0.01% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #393 holding.
  • J. Safra Sarasin Holding first reported a position in Strategy Inc in Q2 2025 and has held it in 3 quarters since.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.