Sumitomo Mitsui Trust Group’s Strategy Inc MSTR Stock Holding History

Sumitomo Mitsui Trust 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	$52.5M	Buy	604,139 +4,806	+0.8%	+$698K	0.03%	445
2026 Q1	$74.8M	Sell	599,333 -7,296	-1%	-$1.04M	0.05%	339
2025 Q4	$92.2M	Sell	606,629 -17,352	-3%	-$3.99M	0.05%	303
2025 Q3	$201M	Buy	623,981 +35,443	+6%	+$13.1M	0.12%	162
2025 Q2	$238M	Buy	588,538 +59,688	+11%	+$21.7M	0.15%	144
2025 Q1	$152M	Buy	528,850 +113,752	+27%	+$36.1M	0.11%	191
2024 Q4	$120M	Buy	415,098 +71,934	+21%	+$21.6M	0.08%	234
2024 Q3	$57.9M	Buy	343,164 +51,594	+18%	+$7.38M	0.04%	413
2024 Q2	$40.2M	Buy	+291,570	New	+$42M	0.03%	483

Other funds holding MSTR

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sumitomo Mitsui Trust Group's MSTR Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group increased its Strategy Inc (MSTR) stake by 0.8% in Q2 2026, buying an estimated $698K and bringing the position to 604,139 shares worth $52.5M. The position accounts for 0.03% of the portfolio, ranked #445.

Sumitomo Mitsui Trust Group first reported a position in MSTR in Q2 2024 and has held it in 9 quarters since. The position peaked at $238M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Sumitomo Mitsui Trust Group held 604,139 shares of Strategy Inc worth $52.5M as of Q2 2026.
Sumitomo Mitsui Trust Group bought 4,806 Strategy Inc shares in Q2 2026, an estimated $698K.
Strategy Inc made up 0.03% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #445 holding.
Sumitomo Mitsui Trust Group first reported a position in Strategy Inc in Q2 2024 and has held it in 9 quarters since.
Sumitomo Mitsui Trust Group's Strategy Inc position peaked at $238M in Q2 2025.
852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.