Royal London Asset Management
MSTR icon

Royal London Asset Management’s Strategy Inc MSTR Stock Holding History

Royal London 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
Q2 		$11.8M Sell
136,124
-140
-0.1% -$20.3K 0.02% 433
2026
Q1 		$17M Buy
136,264
+12,475
+10% +$1.78M 0.04% 358
2025
Q4 		$18.8M Buy
123,789
+1,977
+2% +$455K 0.04% 332
2025
Q3 		$39.2M Buy
121,812
+8,361
+7% +$3.1M 0.08% 204
2025
Q2 		$45.9M Buy
113,451
+3,382
+3% +$1.23M 0.1% 175
2025
Q1 		$31.7M Buy
110,069
+41,322
+60% +$13.1M 0.08% 229
2024
Q4 		$19.9M Buy
68,747
+9,268
+16% +$2.79M 0.05% 294
2024
Q3 		$10M Buy
+59,479
New +$8.5M 0.02% 417

Other funds holding MSTR

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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

Royal London Asset Management's MSTR Position: Q2 2026 in Review

Royal London Asset Management reduced its Strategy Inc (MSTR) stake by 0.1% in Q2 2026, selling an estimated $20.3K and leaving 136,124 shares worth $11.8M. The position accounts for 0.02% of the portfolio, ranked #433.

Royal London Asset Management first reported a position in MSTR in Q3 2024 and has held it in 8 quarters since. The position peaked at $45.9M in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Royal London Asset Management held 136,124 shares of Strategy Inc worth $11.8M as of Q2 2026.
  • Royal London Asset Management sold 140 Strategy Inc shares in Q2 2026, an estimated $20.3K.
  • Strategy Inc made up 0.02% of Royal London Asset Management's portfolio in Q2 2026, its #433 holding.
  • Royal London Asset Management first reported a position in Strategy Inc in Q3 2024 and has held it in 8 quarters since.
  • Royal London Asset Management's Strategy Inc position peaked at $45.9M in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Royal London Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.