MCM
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MAI Capital Management’s Strategy Inc MSTR Stock Holding History

MAI Capital 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 		– Hold
0
– – – 2096
2026
Q1 		– Hold
0
– – – 3043
2025
Q4 		– Hold
0
– – – 2658
2025
Q3 		– Hold
0
– – – 2167
2025
Q2 		– Hold
0
– – – 1593
2025
Q1 		– Hold
0
– – – 866
2024
Q4 		– Hold
0
– – – 886

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

MAI Capital Management's MSTR Position: Q2 2026 in Review

MAI Capital Management reduced its Strategy Inc (MSTR) stake by 39% in Q2 2026, selling an estimated $420K and leaving 4,475 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #1440.

MAI Capital Management first reported a position in MSTR in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.12M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • MAI Capital Management held 4,475 shares of Strategy Inc worth $389K as of Q2 2026.
  • MAI Capital Management sold 2,892 Strategy Inc shares in Q2 2026, an estimated $420K.
  • Strategy Inc made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1440 holding.
  • MAI Capital Management first reported a position in Strategy Inc in Q1 2024 and has held it in 10 quarters since.
  • MAI Capital Management's Strategy Inc position peaked at $2.12M in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.