Swiss Life Asset Management’s Strategy Inc MSTR Stock Holding History

Swiss Life 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	$3.29M	Buy	37,889 +10,553	+39%	+$1.53M	0.01%	522
2026 Q1	$3.41M	Buy	27,336 +1,152	+4%	+$165K	0.02%	478
2025 Q4	$3.98M	Sell	26,184 -1,363	-5%	-$314K	0.02%	455
2025 Q3	$8.88M	Buy	27,547 +4,009	+17%	+$1.49M	0.05%	283
2025 Q2	$9.51M	Buy	23,538 +6,854	+41%	+$2.5M	0.06%	244
2025 Q1	$4.81M	Buy	16,684 +5,636	+51%	+$1.79M	0.04%	352
2024 Q4	$3.2M	Buy	11,048 +7,809	+241%	+$2.35M	0.02%	394
2024 Q3	$546K	Buy	3,239 +959	+42%	+$137K	0.01%	518
2024 Q2	$314K	Buy	+2,280	New	+$329K	﹤0.01%	526

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Swiss Life Asset Management's MSTR Position: Q2 2026 in Review

Swiss Life Asset Management increased its Strategy Inc (MSTR) stake by 39% in Q2 2026, buying an estimated $1.53M and bringing the position to 37,889 shares worth $3.29M. The position accounts for 0.01% of the portfolio, ranked #522.

Swiss Life Asset Management first reported a position in MSTR in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.51M in Q2 2025. 590 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Swiss Life Asset Management held 37,889 shares of Strategy Inc worth $3.29M as of Q2 2026.
Swiss Life Asset Management bought 10,553 Strategy Inc shares in Q2 2026, an estimated $1.53M.
Strategy Inc made up 0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #522 holding.
Swiss Life Asset Management first reported a position in Strategy Inc in Q2 2024 and has held it in 9 quarters since.
Swiss Life Asset Management's Strategy Inc position peaked at $9.51M in Q2 2025.
590 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.