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Sumitomo Mitsui DS Asset Management’s Strategy Inc MSTR Stock Holding History

Sumitomo Mitsui DS 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 		$3.84M Sell
44,148
-16,713
-27% -$2.43M 0.03% 401
2026
Q1 		$7.6M Buy
60,861
+6,647
+12% +$950K 0.06% 242
2025
Q4 		$8.24M Buy
54,214
+7,386
+16% +$1.7M 0.06% 225
2025
Q3 		$15.1M Buy
46,828
+8,952
+24% +$3.32M 0.12% 154
2025
Q2 		$15.3M Buy
37,876
+1,083
+3% +$394K 0.14% 135
2025
Q1 		$10.6M Buy
36,793
+9,506
+35% +$3.02M 0.11% 165
2024
Q4 		$7.9M Sell
27,287
-7,449
-21% -$2.24M 0.08% 202
2024
Q3 		$5.86M Buy
34,736
+3,006
+9% +$430K 0.06% 241
2024
Q2 		$4.37M Buy
31,730
+15,860
+100% +$2.29M 0.05% 279
2024
Q1 		$2.71M Buy
15,870
+7,760
+96% +$708K 0.03% 378
2023
Q4 		$512K Buy
8,110
+720
+10% +$34.1K 0.01% 706
2023
Q3 		$243K Buy
7,390
+1,280
+21% +$48.2K ﹤0.01% 744
2023
Q2 		$209K Sell
6,110
-2,270
-27% -$68.8K ﹤0.01% 756
2023
Q1 		$245K Buy
+8,380
New +$205K ﹤0.01% 739
2022
Q2 		– Sell
-4,470
Closed -$217K – 777
2022
Q1 		$217K Buy
+4,470
New +$193K ﹤0.01% 746
2017
Q1 		– Sell
-793,000
Closed -$15.7M – 758
2016
Q4 		$15.7M Buy
793,000
+77,050
+11% +$1.46M 0.3% 91
2016
Q3 		$12M Buy
+715,950
New +$12.3M 0.26% 118

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

Sumitomo Mitsui DS Asset Management's MSTR Position: Q2 2026 in Review

Sumitomo Mitsui DS Asset Management reduced its Strategy Inc (MSTR) stake by 27% in Q2 2026, selling an estimated $2.43M and leaving 44,148 shares worth $3.84M. The position accounts for 0.03% of the portfolio, ranked #401.

Sumitomo Mitsui DS Asset Management first reported a position in MSTR in Q3 2016 and has held it in 17 quarters since. The position peaked at $15.7M in Q4 2016. 850 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Sumitomo Mitsui DS Asset Management held 44,148 shares of Strategy Inc worth $3.84M as of Q2 2026.
  • Sumitomo Mitsui DS Asset Management sold 16,713 Strategy Inc shares in Q2 2026, an estimated $2.43M.
  • Strategy Inc made up 0.03% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #401 holding.
  • Sumitomo Mitsui DS Asset Management first reported a position in Strategy Inc in Q3 2016 and has held it in 17 quarters since.
  • Sumitomo Mitsui DS Asset Management's Strategy Inc position peaked at $15.7M in Q4 2016.
  • 850 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.