Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s Strategy Inc MSTR Stock Holding History

Kayne Anderson Rudnick Investment 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 		$4.75K Buy
54
+11
+26% +$1.6K ﹤0.01% 791
2026
Q1 		$5.37K Sell
43
-1
-2% -$143 ﹤0.01% 728
2025
Q4 		$6.75K Buy
44
+41
+1,367% +$9.44K ﹤0.01% 728
2025
Q3 		$967 Hold
3
– – ﹤0.01% 885
2025
Q2 		$1.21K Buy
+3
New +$1.09K ﹤0.01% 909
2025
Q1 		– Sell
-5
Closed -$1.67K – 997
2024
Q4 		$1.67K Buy
+5
New +$1.5K ﹤0.01% 846

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

Kayne Anderson Rudnick Investment Management's MSTR Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management increased its Strategy Inc (MSTR) stake by 26% in Q2 2026, buying an estimated $1.6K and bringing the position to 54 shares worth $4.75K. The position accounts for ﹤0.01% of the portfolio, ranked #791.

Kayne Anderson Rudnick Investment Management first reported a position in MSTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.75K in Q4 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Kayne Anderson Rudnick Investment Management held 54 shares of Strategy Inc worth $4.75K as of Q2 2026.
  • Kayne Anderson Rudnick Investment Management bought 11 Strategy Inc shares in Q2 2026, an estimated $1.6K.
  • Strategy Inc made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #791 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Strategy Inc in Q4 2024 and has held it in 6 quarters since.
  • Kayne Anderson Rudnick Investment Management's Strategy Inc position peaked at $6.75K in Q4 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.