New York Life Investment Management’s Strategy Inc MSTR Stock Holding History

New York Life 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	$304K	Buy	+3,496	New	+$507K	﹤0.01%	771

Other funds holding MSTR

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

New York Life Investment Management's MSTR Position: Q2 2026 in Review

New York Life Investment Management opened a new position in Strategy Inc (MSTR) in Q2 2026: 3,496 shares worth $304K. The stake represents ﹤0.01% of the portfolio and ranks #771 among its holdings.

851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

New York Life Investment Management held 3,496 shares of Strategy Inc worth $304K as of Q2 2026.
Strategy Inc was a new New York Life Investment Management position in Q2 2026.
Strategy Inc made up ﹤0.01% of New York Life Investment Management's portfolio in Q2 2026, its #771 holding.
851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.