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Rakuten Investment Management’s Strategy Inc MSTR Stock Holding History

Rakuten 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 		$3.76M Buy
40,617
+9,026
+29% +$1.31M 0.01% 327
2026
Q1 		$3.84M Buy
31,591
+6,082
+24% +$869K 0.01% 301
2025
Q4 		$3.96M Buy
25,509
+23,387
+1,102% +$5.38M 0.01% 311
2025
Q3 		$383K Buy
+2,122
New +$787K ﹤0.01% 582
2025
Q1 		$4.32M Buy
+14,943
New +$4.74M 0.02% 233

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 $3.38T AUM 44.17% 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

Rakuten Investment Management's MSTR Position: Q2 2026 in Review

Rakuten Investment Management increased its Strategy Inc (MSTR) stake by 29% in Q2 2026, buying an estimated $1.31M and bringing the position to 40,617 shares worth $3.76M. The position accounts for 0.01% of the portfolio, ranked #327.

Rakuten Investment Management first reported a position in MSTR in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.32M in Q1 2025. 853 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Rakuten Investment Management held 40,617 shares of Strategy Inc worth $3.76M as of Q2 2026.
  • Rakuten Investment Management bought 9,026 Strategy Inc shares in Q2 2026, an estimated $1.31M.
  • Strategy Inc made up 0.01% of Rakuten Investment Management's portfolio in Q2 2026, its #327 holding.
  • Rakuten Investment Management first reported a position in Strategy Inc in Q1 2025 and has held it in 5 quarters since.
  • Rakuten Investment Management's Strategy Inc position peaked at $4.32M in Q1 2025.
  • 853 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Rakuten Investment Management's 13F filing for Q2 2026, filed 18 Aug 2026.