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

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Neuberger Berman Group's MSTR Position: Q1 2026 in Review

Neuberger Berman Group increased its Strategy Inc (MSTR) stake by 51% in Q1 2026, buying an estimated $200K and bringing the position to 4,142 shares worth $517K. The position accounts for ﹤0.01% of the portfolio, ranked #1635.

Neuberger Berman Group first reported a position in MSTR in Q1 2024 and has held it in 9 quarters since. The position peaked at $39.6M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

Neuberger Berman Group held 4,142 shares of Strategy Inc worth $517K as of Q1 2026.
Neuberger Berman Group bought 1,397 Strategy Inc shares in Q1 2026, an estimated $200K.
Strategy Inc made up ﹤0.01% of Neuberger Berman Group's portfolio in Q1 2026, its #1635 holding.
Neuberger Berman Group first reported a position in Strategy Inc in Q1 2024 and has held it in 9 quarters since.
Neuberger Berman Group's Strategy Inc position peaked at $39.6M in Q2 2025.
937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.