Neuberger Berman Group
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Neuberger Berman Group’s Strategy Inc MSTR Stock Holding History

Neuberger Berman Group’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 		– Sell
-4,142
Closed -$517K – 2386
2026
Q1 		$517K Buy
4,142
+1,397
+51% +$200K ﹤0.01% 1635
2025
Q4 		$417K Sell
2,745
-4,192
-60% -$965K ﹤0.01% 1693
2025
Q3 		$2.24M Sell
6,937
-90,964
-93% -$33.7M ﹤0.01% 1135
2025
Q2 		$39.6M Buy
97,901
+39,036
+66% +$14.2M 0.03% 493
2025
Q1 		$17M Buy
58,865
+2,339
+4% +$743K 0.01% 666
2024
Q4 		$16.4M Sell
56,526
-170,707
-75% -$51.4M 0.01% 706
2024
Q3 		$38.3M Buy
227,233
+145,933
+179% +$20.9M 0.03% 501
2024
Q2 		$11.2M Sell
81,300
-8,280
-9% -$1.19M 0.01% 756
2024
Q1 		$15.3M Buy
+89,580
New +$8.17M 0.01% 705

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

Neuberger Berman Group's MSTR Position: Q2 2026 in Review

Neuberger Berman Group sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 4,142 shares — an estimated $517K sold.

Neuberger Berman Group first reported a position in MSTR in Q1 2024 and held it in 9 quarters. The position peaked at $39.6M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Neuberger Berman Group reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
  • Neuberger Berman Group sold 4,142 Strategy Inc shares in Q2 2026, an estimated $517K.
  • Neuberger Berman Group first reported a position in Strategy Inc in Q1 2024 and held it in 9 quarters.
  • Neuberger Berman Group's Strategy Inc position peaked at $39.6M in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.