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SBI Securities’s Strategy Inc MSTR Stock Holding History

SBI 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 		$2.72M Sell
31,331
-1,558
-5% -$226K 0.06% 166
2026
Q1 		$4.1M Buy
32,889
+9,000
+38% +$1.29M 0.11% 102
2025
Q4 		$3.63M Sell
23,889
-8,988
-27% -$2.07M 0.09% 124
2025
Q3 		$10.6M Sell
32,877
-1,184
-3% -$439K 0.27% 66
2025
Q2 		$13.8M Sell
34,061
-2,589
-7% -$943K 0.4% 49
2025
Q1 		$10.6M Sell
36,650
-1,401
-4% -$445K 0.35% 54
2024
Q4 		$11M Buy
+38,051
New +$11.4M 0.34% 53

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

SBI Securities's MSTR Position: Q2 2026 in Review

SBI Securities reduced its Strategy Inc (MSTR) stake by 4.7% in Q2 2026, selling an estimated $226K and leaving 31,331 shares worth $2.72M. The position accounts for 0.06% of the portfolio, ranked #166.

SBI Securities first reported a position in MSTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.8M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • SBI Securities held 31,331 shares of Strategy Inc worth $2.72M as of Q2 2026.
  • SBI Securities sold 1,558 Strategy Inc shares in Q2 2026, an estimated $226K.
  • Strategy Inc made up 0.06% of SBI Securities's portfolio in Q2 2026, its #166 holding.
  • SBI Securities first reported a position in Strategy Inc in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Strategy Inc position peaked at $13.8M in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.