Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Strategy Inc MSTR Stock Holding History

Northwestern Mutual Wealth 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
Q1 		$1.26M Buy
10,132
+774
+8% +$111K ﹤0.01% 1257
2025
Q4 		$1.42M Buy
9,358
+154
+2% +$35.5K ﹤0.01% 1167
2025
Q3 		$2.97M Buy
9,204
+7,093
+336% +$2.63M ﹤0.01% 894
2025
Q2 		$853K Buy
2,111
+148
+8% +$53.9K ﹤0.01% 1207
2025
Q1 		$566K Sell
1,963
-464
-19% -$147K ﹤0.01% 1290
2024
Q4 		$703K Buy
2,427
+894
+58% +$269K ﹤0.01% 1191
2024
Q3 		$258K Sell
1,533
-297
-16% -$42.5K ﹤0.01% 1544
2024
Q2 		$252K Buy
1,830
+1,080
+144% +$156K ﹤0.01% 1485
2024
Q1 		$128K Buy
750
+450
+150% +$41K ﹤0.01% 1730
2023
Q4 		$18.9K Sell
300
-1,130
-79% -$53.6K ﹤0.01% 2423
2023
Q3 		$46.9K Buy
1,430
+840
+142% +$31.6K ﹤0.01% 1993
2023
Q2 		$20.2K Sell
590
-2,110
-78% -$63.9K ﹤0.01% 2312
2023
Q1 		$78.9K Buy
2,700
+2,500
+1,250% +$61K ﹤0.01% 1776
2022
Q4 		$2.83K Sell
200
-290
-59% -$5.93K ﹤0.01% 2877
2022
Q3 		$10K Buy
490
+390
+390% +$9.78K ﹤0.01% 2470
2022
Q2 		$2K Hold
100
– – ﹤0.01% 2931
2022
Q1 		$5K Sell
100
-120
-55% -$5.19K ﹤0.01% 2742
2021
Q4 		$12K Buy
220
+120
+120% +$8.25K ﹤0.01% 2502
2021
Q3 		$6K Buy
+100
New +$6.41K ﹤0.01% 2620
2019
Q3 		– Sell
-1,000
Closed -$14K – 2607
2019
Q2 		$14K Hold
1,000
– – ﹤0.01% 1848
2019
Q1 		$14K Buy
+1,000
New +$13.8K ﹤0.01% 1846
2015
Q4 		– Sell
-120
Closed -$2K – 1746
2015
Q3 		$2K Buy
+120
New +$2.38K ﹤0.01% 1451
2015
Q1 		– Sell
-520
Closed -$8K – 1716
2014
Q4 		$8K Buy
+520
New +$8.22K ﹤0.01% 1148

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northwestern Mutual Wealth Management's MSTR Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Strategy Inc (MSTR) stake by 8.3% in Q1 2026, buying an estimated $111K and bringing the position to 10,132 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1257.

Northwestern Mutual Wealth Management first reported a position in MSTR in Q4 2014 and has held it in 23 quarters since. The position peaked at $2.97M in Q3 2025. 938 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Northwestern Mutual Wealth Management held 10,132 shares of Strategy Inc worth $1.26M as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 774 Strategy Inc shares in Q1 2026, an estimated $111K.
  • Strategy Inc made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1257 holding.
  • Northwestern Mutual Wealth Management first reported a position in Strategy Inc in Q4 2014 and has held it in 23 quarters since.
  • Northwestern Mutual Wealth Management's Strategy Inc position peaked at $2.97M in Q3 2025.
  • 938 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.