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Robertson Stephens Wealth Management’s Strategy Inc MSTR Stock Holding History

Robertson Stephens 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
Q2 		$424K Buy
+4,876
New +$708K 0.01% 468
2025
Q3 		– Sell
-587
Closed -$237K – 561
2025
Q2 		$237K Buy
+587
New +$214K 0.01% 504
2025
Q1 		– Sell
-829
Closed -$240K – 578
2024
Q4 		$240K Buy
+829
New +$249K 0.01% 517
2024
Q2 		– Sell
-1,200
Closed -$205K – 522
2024
Q1 		$205K Buy
+1,200
New +$109K 0.01% 482

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

Robertson Stephens Wealth Management's MSTR Position: Q2 2026 in Review

Robertson Stephens Wealth Management opened a new position in Strategy Inc (MSTR) in Q2 2026: 4,876 shares worth $424K. The stake represents 0.01% of the portfolio and ranks #468 among its holdings. This is a return to the name: Robertson Stephens Wealth Management previously reported a position in MSTR as recently as Q2 2025.

Robertson Stephens Wealth Management first reported a position in MSTR in Q1 2024 and has held it in 4 quarters since. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Robertson Stephens Wealth Management held 4,876 shares of Strategy Inc worth $424K as of Q2 2026.
  • Strategy Inc was a new Robertson Stephens Wealth Management position in Q2 2026.
  • Strategy Inc made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #468 holding.
  • Robertson Stephens Wealth Management first reported a position in Strategy Inc in Q1 2024 and has held it in 4 quarters since.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.