Stifel Financial
MSTR icon

Stifel Financial’s Strategy Inc MSTR Stock Holding History

Stifel Financial’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 		$13.8M Sell
158,979
-14,827
-9% -$2.15M 0.01% 839
2026
Q1 		$21.7M Sell
173,806
-20,244
-10% -$2.89M 0.02% 607
2025
Q4 		$29.5M Sell
194,050
-3,922
-2% -$903K 0.03% 506
2025
Q3 		$63.8M Sell
197,972
-47,526
-19% -$17.6M 0.06% 312
2025
Q2 		$99.2M Sell
245,498
-567
-0.2% -$207K 0.1% 210
2025
Q1 		$70.9M Buy
246,065
+19,755
+9% +$6.27M 0.08% 258
2024
Q4 		$65.5M Buy
226,310
+32,470
+17% +$9.77M 0.07% 271
2024
Q3 		$32.7M Buy
193,840
+35,760
+23% +$5.11M 0.03% 418
2024
Q2 		$21.8M Buy
158,080
+27,860
+21% +$4.01M 0.02% 512
2024
Q1 		$22.2M Sell
130,220
-21,620
-14% -$1.97M 0.03% 513
2023
Q4 		$9.59M Buy
151,840
+95,140
+168% +$4.51M 0.01% 786
2023
Q3 		$1.86M Buy
56,700
+33,130
+141% +$1.25M ﹤0.01% 1638
2023
Q2 		$807K Buy
23,570
+2,670
+13% +$80.9K ﹤0.01% 2212
2023
Q1 		$611K Sell
20,900
-3,250
-13% -$79.3K ﹤0.01% 2405
2022
Q4 		$342K Sell
24,150
-15,710
-39% -$321K ﹤0.01% 2675
2022
Q3 		$846K Sell
39,860
-9,360
-19% -$235K ﹤0.01% 2085
2022
Q2 		$809K Sell
49,220
-1,640
-3% -$47.4K ﹤0.01% 2147
2022
Q1 		$2.47M Buy
50,860
+5,820
+13% +$252K ﹤0.01% 1477
2021
Q4 		$2.45M Sell
45,040
-3,790
-8% -$261K ﹤0.01% 1468
2021
Q3 		$2.83M Buy
48,830
+23,280
+91% +$1.49M ﹤0.01% 1351
2021
Q2 		$1.7M Sell
25,550
-10,160
-28% -$601K ﹤0.01% 1729
2021
Q1 		$2.42M Buy
35,710
+19,540
+121% +$1.38M ﹤0.01% 1402
2020
Q4 		$629K Buy
+16,170
New +$378K ﹤0.01% 2169
2019
Q4 		– Sell
-176,500
Closed -$2.62M – 3060
2019
Q3 		$2.62M Buy
176,500
+4,710
+3% +$64.5K 0.01% 1143
2019
Q2 		$2.46M Buy
+171,790
New +$2.43M 0.01% 1207
2017
Q3 		– Sell
-15,870
Closed -$307K – 2618
2017
Q2 		$307K Buy
+15,870
New +$295K ﹤0.01% 2120

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

Stifel Financial's MSTR Position: Q2 2026 in Review

Stifel Financial reduced its Strategy Inc (MSTR) stake by 8.5% in Q2 2026, selling an estimated $2.15M and leaving 158,979 shares worth $13.8M. The position accounts for 0.01% of the portfolio, ranked #839.

Stifel Financial first reported a position in MSTR in Q2 2017 and has held it in 26 quarters since. The position peaked at $99.2M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Stifel Financial held 158,979 shares of Strategy Inc worth $13.8M as of Q2 2026.
  • Stifel Financial sold 14,827 Strategy Inc shares in Q2 2026, an estimated $2.15M.
  • Strategy Inc made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #839 holding.
  • Stifel Financial first reported a position in Strategy Inc in Q2 2017 and has held it in 26 quarters since.
  • Stifel Financial's Strategy Inc position peaked at $99.2M in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.