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Kohmann Bosshard Financial Services’s Strategy Inc MSTR Stock Holding History

Kohmann Bosshard Financial Services’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 		– Sell
-6
Closed -$912 – 454
2025
Q4 		$912 Buy
+6
New +$1.38K ﹤0.01% 991

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Vanguard Portfolio Management
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Vanguard Capital Management
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Kohmann Bosshard Financial Services's MSTR Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of Strategy Inc (MSTR) in Q1 2026, closing a stake of 6 shares — an estimated $912 sold.

Kohmann Bosshard Financial Services first reported a position in MSTR in Q4 2025 and held it in 1 quarter. The position peaked at $912 in Q4 2025. 941 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining Strategy Inc position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 6 Strategy Inc shares in Q1 2026, an estimated $912.
  • Kohmann Bosshard Financial Services first reported a position in Strategy Inc in Q4 2025 and held it in 1 quarter.
  • Kohmann Bosshard Financial Services's Strategy Inc position peaked at $912 in Q4 2025.
  • 941 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.