Schroder Investment Management Group
MSTR icon

Schroder Investment Management Group’s Strategy Inc MSTR Stock Holding History

Schroder Investment Management Group’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 		$1.49M Sell
17,172
-58,733
-77% -$8.53M ﹤0.01% 975
2026
Q1 		$9.47M Sell
75,905
-51,226
-40% -$7.32M 0.01% 677
2025
Q4 		$19.3M Buy
127,131
+8,653
+7% +$1.99M 0.01% 518
2025
Q3 		$38.2M Buy
118,478
+20,536
+21% +$7.62M 0.03% 374
2025
Q2 		$39.6M Buy
97,942
+38,737
+65% +$14.1M 0.03% 353
2025
Q1 		$17.1M Buy
59,205
+46,714
+374% +$14.8M 0.02% 544
2024
Q4 		$3.78M Buy
12,491
+1,030
+9% +$310K ﹤0.01% 825
2024
Q3 		$2.02M Buy
11,461
+8,231
+255% +$1.18M ﹤0.01% 939
2024
Q2 		$445K Buy
+3,230
New +$465K ﹤0.01% 1114
2014
Q4 		– Sell
-700
Closed -$9.16K – 1433
2014
Q3 		$9.16K Buy
+700
New +$9.74K ﹤0.01% 1391

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 $3.38T AUM 44.17% 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

Schroder Investment Management Group's MSTR Position: Q2 2026 in Review

Schroder Investment Management Group reduced its Strategy Inc (MSTR) stake by 77% in Q2 2026, selling an estimated $8.53M and leaving 17,172 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #975.

Schroder Investment Management Group first reported a position in MSTR in Q3 2014 and has held it in 10 quarters since. The position peaked at $39.6M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Schroder Investment Management Group held 17,172 shares of Strategy Inc worth $1.49M as of Q2 2026.
  • Schroder Investment Management Group sold 58,733 Strategy Inc shares in Q2 2026, an estimated $8.53M.
  • Strategy Inc made up ﹤0.01% of Schroder Investment Management Group's portfolio in Q2 2026, its #975 holding.
  • Schroder Investment Management Group first reported a position in Strategy Inc in Q3 2014 and has held it in 10 quarters since.
  • Schroder Investment Management Group's Strategy Inc position peaked at $39.6M in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.