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NEOS Investment Management’s Strategy Inc MSTR Stock Holding History

NEOS 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 		$15.9M Buy
183,301
+41,261
+29% +$5.99M 0.06% 211
2026
Q1 		$17.7M Buy
142,040
+37,996
+37% +$5.43M 0.09% 173
2025
Q4 		$15.8M Buy
104,044
+27,757
+36% +$6.39M 0.09% 174
2025
Q3 		$24.6M Buy
76,287
+35,169
+86% +$13M 0.18% 102
2025
Q2 		$16.6M Buy
41,118
+18,772
+84% +$6.84M 0.21% 96
2025
Q1 		$6.44M Buy
22,346
+10,122
+83% +$3.21M 0.12% 166
2024
Q4 		$3.54M Buy
+12,224
New +$3.68M 0.08% 215

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

NEOS Investment Management's MSTR Position: Q2 2026 in Review

NEOS Investment Management increased its Strategy Inc (MSTR) stake by 29% in Q2 2026, buying an estimated $5.99M and bringing the position to 183,301 shares worth $15.9M. The position accounts for 0.06% of the portfolio, ranked #211.

NEOS Investment Management first reported a position in MSTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $24.6M in Q3 2025. 850 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • NEOS Investment Management held 183,301 shares of Strategy Inc worth $15.9M as of Q2 2026.
  • NEOS Investment Management bought 41,261 Strategy Inc shares in Q2 2026, an estimated $5.99M.
  • Strategy Inc made up 0.06% of NEOS Investment Management's portfolio in Q2 2026, its #211 holding.
  • NEOS Investment Management first reported a position in Strategy Inc in Q4 2024 and has held it in 7 quarters since.
  • NEOS Investment Management's Strategy Inc position peaked at $24.6M in Q3 2025.
  • 850 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.