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Ostrum Asset Management’s Strategy Inc MSTR Stock Holding History

Ostrum Asset 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 		$282K Buy
2,262
+1,523
+206% +$218K 0.02% 445
2025
Q4 		$112K Sell
739
-245
-25% -$56.4K 0.01% 510
2025
Q3 		$317K Sell
984
-30
-3% -$11.1K 0.01% 447
2025
Q2 		$410K Sell
1,014
-29
-3% -$10.6K 0.02% 431
2025
Q1 		$301K Sell
1,043
-28
-3% -$8.89K 0.02% 458
2024
Q4 		$310K Sell
1,071
-43
-4% -$12.9K 0.03% 455
2024
Q3 		$188K Buy
1,114
+14
+1% +$2K 0.02% 500
2024
Q2 		$152K Buy
+1,100
New +$159K 0.01% 532

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

Ostrum Asset Management's MSTR Position: Q1 2026 in Review

Ostrum Asset Management increased its Strategy Inc (MSTR) stake by 206% in Q1 2026, buying an estimated $218K and bringing the position to 2,262 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #445.

Ostrum Asset Management first reported a position in MSTR in Q2 2024 and has held it in 8 quarters since. The position peaked at $410K in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Ostrum Asset Management held 2,262 shares of Strategy Inc worth $282K as of Q1 2026.
  • Ostrum Asset Management bought 1,523 Strategy Inc shares in Q1 2026, an estimated $218K.
  • Strategy Inc made up 0.02% of Ostrum Asset Management's portfolio in Q1 2026, its #445 holding.
  • Ostrum Asset Management first reported a position in Strategy Inc in Q2 2024 and has held it in 8 quarters since.
  • Ostrum Asset Management's Strategy Inc position peaked at $410K in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Ostrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.