Morgan Stanley’s Strategy Inc MSTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.16B | Sell |
9,286,014
-94,384
| -1% | -$13.5M | 0.07% | 250 |
|
|
2025
Q4 | $1.43B | Buy |
9,380,398
+963,416
| +11% | +$222M | 0.09% | 206 |
|
|
2025
Q3 | $2.71B | Sell |
8,416,982
-778,275
| -8% | -$289M | 0.16% | 105 |
|
|
2025
Q2 | $3.72B | Buy |
9,195,257
+1,511,317
| +20% | +$551M | 0.24% | 75 |
|
|
2025
Q1 | $2.22B | Buy |
7,683,940
+2,425,799
| +46% | +$770M | 0.16% | 114 |
|
|
2024
Q4 | $1.52B | Sell |
5,258,141
-4,336,867
| -45% | -$1.3B | 0.11% | 167 |
|
|
2024
Q3 | $1.62B | Buy |
9,595,008
+1,773,898
| +23% | +$254M | 0.12% | 155 |
|
|
2024
Q2 | $1.08B | Sell |
7,821,110
-1,822,480
| -19% | -$263M | 0.08% | 218 |
|
|
2024
Q1 | $1.64B | Sell |
9,643,590
-2,405,230
| -20% | -$219M | 0.13% | 143 |
|
|
2023
Q4 | $761M | Buy |
12,048,820
+9,015,240
| +297% | +$427M | 0.03% | 508 |
|
|
2023
Q3 | $99.6M | Buy |
3,033,580
+13,170
| +0.4% | +$496K | 0.01% | 1061 |
|
|
2023
Q2 | $103M | Sell |
3,020,410
-145,370
| -5% | -$4.41M | 0.01% | 1073 |
|
|
2023
Q1 | $92.5M | Buy |
3,165,780
+629,330
| +25% | +$15.4M | 0.01% | 1100 |
|
|
2022
Q4 | $35.9M | Buy |
2,536,450
+165,180
| +7% | +$3.38M | ﹤0.01% | 1792 |
|
|
2022
Q3 | $50.3M | Sell |
2,371,270
-177,160
| -7% | -$4.44M | 0.01% | 1310 |
|
|
2022
Q2 | $41.9M | Sell |
2,548,430
-1,010,700
| -28% | -$29.2M | 0.01% | 1520 |
|
|
2022
Q1 | $173M | Sell |
3,559,130
-841,450
| -19% | -$36.4M | 0.02% | 583 |
|
|
2021
Q4 | $240M | Buy |
4,400,580
+83,710
| +2% | +$5.75M | 0.03% | 498 |
|
|
2021
Q3 | $250M | Buy |
4,316,870
+429,040
| +11% | +$27.5M | 0.03% | 456 |
|
|
2021
Q2 | $258M | Sell |
3,887,830
-243,610
| -6% | -$14.4M | 0.03% | 452 |
|
|
2021
Q1 | $280M | Sell |
4,131,440
-4,326,420
| -51% | -$306M | 0.04% | 378 |
|
|
2020
Q4 | $329M | Buy |
8,457,860
+7,028,780
| +492% | +$164M | 0.05% | 319 |
|
|
2020
Q3 | $21.5M | Buy |
1,429,080
+1,119,640
| +362% | +$15.1M | ﹤0.01% | 1432 |
|
|
2020
Q2 | $3.66M | Buy |
309,440
+18,150
| +6% | +$221K | ﹤0.01% | 2995 |
|
|
2020
Q1 | $3.44M | Sell |
291,290
-119,210
| -29% | -$1.62M | ﹤0.01% | 2824 |
|
|
2019
Q4 | $5.85M | Buy |
410,500
+104,600
| +34% | +$1.56M | ﹤0.01% | 3025 |
|
|
2019
Q3 | $4.54M | Sell |
305,900
-89,790
| -23% | -$1.23M | ﹤0.01% | 2964 |
|
|
2019
Q2 | $5.67M | Buy |
395,690
+158,920
| +67% | +$2.24M | ﹤0.01% | 2794 |
|
|
2019
Q1 | $3.42M | Sell |
236,770
-139,880
| -37% | -$1.94M | ﹤0.01% | 3083 |
|
|
2018
Q4 | $4.81M | Sell |
376,650
-1,158,020
| -75% | -$14.7M | ﹤0.01% | 2953 |
|
|
2018
Q3 | $21.6M | Buy |
1,534,670
+988,860
| +181% | +$13.9M | 0.01% | 1610 |
|
|
2018
Q2 | $6.97M | Sell |
545,810
-90,430
| -14% | -$1.18M | ﹤0.01% | 2770 |
|
|
2018
Q1 | $8.21M | Sell |
636,240
-486,000
| -43% | -$6.54M | ﹤0.01% | 2533 |
|
|
2017
Q4 | $14.7M | Sell |
1,122,240
-687,050
| -38% | -$9.22M | ﹤0.01% | 1982 |
|
|
2017
Q3 | $23.1M | Buy |
1,809,290
+690,780
| +62% | +$10M | 0.01% | 1458 |
|
|
2017
Q2 | $21.4M | Sell |
1,118,510
-61,480
| -5% | -$1.14M | 0.01% | 1468 |
|
|
2017
Q1 | $22.2M | Sell |
1,179,990
-134,090
| -10% | -$2.6M | 0.01% | 1471 |
|
|
2016
Q4 | $25.9M | Buy |
1,314,080
+305,480
| +30% | +$5.78M | 0.01% | 1313 |
|
|
2016
Q3 | $16.9M | Sell |
1,008,600
-323,780
| -24% | -$5.57M | 0.01% | 1593 |
|
|
2016
Q2 | $23.3M | Sell |
1,332,380
-2,920,240
| -69% | -$53.8M | 0.01% | 1305 |
|
|
2016
Q1 | $76.4M | Buy |
4,252,620
+2,059,430
| +94% | +$33.4M | 0.03% | 561 |
|
|
2015
Q4 | $39.3M | Sell |
2,193,190
-283,540
| -11% | -$5.16M | 0.01% | 924 |
|
|
2015
Q3 | $48.7M | Buy |
2,476,730
+277,020
| +13% | +$5.49M | 0.02% | 801 |
|
|
2015
Q2 | $37.4M | Buy |
2,199,710
+497,220
| +29% | +$8.75M | 0.01% | 1034 |
|
|
2015
Q1 | $28.8M | Buy |
1,702,490
+811,480
| +91% | +$13.7M | 0.01% | 1183 |
|
|
2014
Q4 | $14.5M | Sell |
891,010
-2,192,670
| -71% | -$34.7M | 0.01% | 1733 |
|
|
2014
Q3 | $40.3M | Buy |
3,083,680
+210
| +0% | +$2.92K | 0.02% | 937 |
|
|
2014
Q2 | $43.4M | Buy |
3,083,470
+1,997,470
| +184% | +$25.5M | 0.02% | 880 |
|
|
2014
Q1 | $12.5M | Buy |
1,086,000
+232,490
| +27% | +$2.9M | 0.01% | 1770 |
|
|
2013
Q4 | $10.6M | Buy |
853,510
+441,010
| +107% | +$5.19M | ﹤0.01% | 1893 |
|
|
2013
Q3 | $4.28M | Buy |
412,500
+120,330
| +41% | +$1.17M | ﹤0.01% | 2587 |
|
|
2013
Q2 | $2.54M | Buy |
+292,170
| New | +$2.73M | ﹤0.01% | 2955 |
|
Other funds holding MSTR
VPM
VCM
Morgan Stanley's MSTR Position: Q1 2026 in Review
Morgan Stanley reduced its Strategy Inc (MSTR) stake by 1% in Q1 2026, selling an estimated $13.5M and leaving 9,286,014 shares worth $1.16B. The position accounts for 0.07% of the portfolio, ranked #250.
Morgan Stanley first reported a position in MSTR in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.72B in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.
- Morgan Stanley held 9,286,014 shares of Strategy Inc worth $1.16B as of Q1 2026.
- Morgan Stanley sold 94,384 Strategy Inc shares in Q1 2026, an estimated $13.5M.
- Strategy Inc made up 0.07% of Morgan Stanley's portfolio in Q1 2026, its #250 holding.
- Morgan Stanley first reported a position in Strategy Inc in Q2 2013 and has held it in 52 quarters since.
- Morgan Stanley's Strategy Inc position peaked at $3.72B in Q2 2025.
- 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.