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Savant Capital’s Strategy Inc MSTR Stock Holding History

Savant Capital’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 		$342K Sell
3,123
-284
-8% -$41.2K ﹤0.01% 1426
2026
Q1 		$425K Buy
+3,407
New +$487K ﹤0.01% 989
2025
Q4 		– Sell
-1,215
Closed -$391K – 1409
2025
Q3 		$391K Sell
1,215
-60
-5% -$22.3K ﹤0.01% 898
2025
Q2 		$515K Buy
1,275
+279
+28% +$102K ﹤0.01% 731
2025
Q1 		$287K Sell
996
-179
-15% -$56.8K ﹤0.01% 858
2024
Q4 		$340K Sell
1,175
-1,345
-53% -$405K ﹤0.01% 1048
2024
Q3 		$425K Sell
2,520
-3,470
-58% -$496K ﹤0.01% 944
2024
Q2 		$825K Buy
5,990
+150
+3% +$21.6K 0.01% 646
2024
Q1 		$995K Buy
5,840
+510
+10% +$46.5K 0.01% 538
2023
Q4 		$337K Buy
+5,330
New +$253K ﹤0.01% 671

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

Savant Capital's MSTR Position: Q2 2026 in Review

Savant Capital reduced its Strategy Inc (MSTR) stake by 8.3% in Q2 2026, selling an estimated $41.2K and leaving 3,123 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #1426.

Savant Capital first reported a position in MSTR in Q4 2023 and has held it in 10 quarters since. The position peaked at $995K in Q1 2024. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Savant Capital held 3,123 shares of Strategy Inc worth $342K as of Q2 2026.
  • Savant Capital sold 284 Strategy Inc shares in Q2 2026, an estimated $41.2K.
  • Strategy Inc made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1426 holding.
  • Savant Capital first reported a position in Strategy Inc in Q4 2023 and has held it in 10 quarters since.
  • Savant Capital's Strategy Inc position peaked at $995K in Q1 2024.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.