Kovitz Investment Group Partners’s Strategy Inc MSTR Stock Holding History

Kovitz Investment Group Partners’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	$547K	Buy	4,381 +68	+2%	+$9.72K	0.01%	391
2025 Q4	$655K	Sell	4,313 -1,032	-19%	-$238K	0.01%	367
2025 Q3	$1.72M	Buy	5,345 +1,595	+43%	+$592K	0.01%	703
2025 Q2	$1.52M	Buy	3,750 +825	+28%	+$301K	0.01%	704
2025 Q1	$843K	Sell	2,925 -503	-15%	-$160K	﹤0.01%	783
2024 Q4	$993K	Buy	3,428 +878	+34%	+$264K	﹤0.01%	721
2024 Q3	$447K	Buy	+2,550	New	+$365K	﹤0.01%	773

Other funds holding MSTR

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kovitz Investment Group Partners's MSTR Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its Strategy Inc (MSTR) stake by 1.6% in Q1 2026, buying an estimated $9.72K and bringing the position to 4,381 shares worth $547K. The position accounts for 0.01% of the portfolio, ranked #391.

Kovitz Investment Group Partners first reported a position in MSTR in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.72M in Q3 2025. 940 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

Kovitz Investment Group Partners held 4,381 shares of Strategy Inc worth $547K as of Q1 2026.
Kovitz Investment Group Partners bought 68 Strategy Inc shares in Q1 2026, an estimated $9.72K.
Strategy Inc made up 0.01% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #391 holding.
Kovitz Investment Group Partners first reported a position in Strategy Inc in Q3 2024 and has held it in 7 quarters since.
Kovitz Investment Group Partners's Strategy Inc position peaked at $1.72M in Q3 2025.
940 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.