RS
MSTR icon

Rakuten Securities’s Strategy Inc MSTR Stock Holding History

Rakuten Securities’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 		$2.43M Buy
27,929
+5,114
+22% +$742K 0.56% 32
2026
Q1 		$2.85M Buy
22,815
+2,996
+15% +$428K 1.18% 19
2025
Q4 		$3.01M Sell
19,819
-5,477
-22% -$1.26M 0.98% 25
2025
Q3 		$8.15M Sell
25,296
-2,449
-9% -$909K 3.01% 5
2025
Q2 		$11.2M Buy
27,745
+984
+4% +$358K 4.4% 5
2025
Q1 		$7.71M Sell
26,761
-16,022
-37% -$5.09M 3.89% 5
2024
Q4 		$12.4M Buy
42,783
+8,512
+25% +$2.56M 4.88% 4
2024
Q3 		$5.78M Buy
34,271
+3,911
+13% +$559K 2.51% 7
2024
Q2 		$4.18M Buy
30,360
+7,390
+32% +$1.06M 1.8% 8
2024
Q1 		$3.92M Buy
22,970
+20,920
+1,020% +$1.91M 1.71% 9
2023
Q4 		$129K Buy
+2,050
New +$97.2K 0.1% 113

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 $3.37T AUM 44.26% 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 Securities's MSTR Position: Q2 2026 in Review

Rakuten Securities increased its Strategy Inc (MSTR) stake by 22% in Q2 2026, buying an estimated $742K and bringing the position to 27,929 shares worth $2.43M. The position accounts for 0.56% of the portfolio, ranked #32.

Rakuten Securities first reported a position in MSTR in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.4M in Q4 2024. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Rakuten Securities held 27,929 shares of Strategy Inc worth $2.43M as of Q2 2026.
  • Rakuten Securities bought 5,114 Strategy Inc shares in Q2 2026, an estimated $742K.
  • Strategy Inc made up 0.56% of Rakuten Securities's portfolio in Q2 2026, its #32 holding.
  • Rakuten Securities first reported a position in Strategy Inc in Q4 2023 and has held it in 11 quarters since.
  • Rakuten Securities's Strategy Inc position peaked at $12.4M in Q4 2024.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Rakuten Securities's 13F filing for Q2 2026, filed 12 Aug 2026.