UBS Group
MSTR icon

UBS Group’s Strategy Inc MSTR Stock Holding History

UBS 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
Q3 		$91.2M Sell
595,591
-556,530
-48% -$64.4M 0.01% 1160
2026
Q2 		$100M Buy
1,152,121
+808,475
+235% +$117M 0.01% 1117
2026
Q1 		$42.9M Buy
343,646
+120,934
+54% +$17.3M 0.01% 1807
2025
Q4 		$33.8M Buy
222,712
+151,352
+212% +$34.8M 0.01% 2041
2025
Q3 		$23M Buy
71,360
+4,428
+7% +$1.64M ﹤0.01% 2402
2025
Q2 		$27.1M Sell
66,932
-8,818
-12% -$3.21M ﹤0.01% 2072
2025
Q1 		$21.8M Sell
75,750
-68,872
-48% -$21.9M ﹤0.01% 2226
2024
Q4 		$41.9M Sell
144,622
-3,456
-2% -$1.04M 0.01% 1611
2024
Q3 		$25M Buy
148,078
+18,058
+14% +$2.58M 0.01% 1648
2024
Q2 		$17.9M Buy
130,020
+50,000
+62% +$7.2M ﹤0.01% 1782
2024
Q1 		$13.6M Buy
80,020
+5,020
+7% +$458K ﹤0.01% 2009
2023
Q4 		$4.74M Buy
+75,000
New +$3.56M ﹤0.01% 2841
2016
Q3 		– Sell
-480,000
Closed -$8.4M – 7837
2016
Q2 		$8.4M Hold
480,000
– – 0.01% 1518
2016
Q1 		$8.63M Buy
+480,000
New +$7.77M 0.01% 1432
2015
Q1 		– Sell
-4,000
Closed -$65K – 9139
2014
Q4 		$65K Buy
+4,000
New +$63.2K ﹤0.01% 6166

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

UBS Group's MSTR Position: Q3 2026 in Review

UBS Group reduced its Strategy Inc (MSTR) stake by 34% in Q3 2026, selling an estimated $195M and leaving 3,261,021 shares worth $499M. The position accounts for 0.07% of the portfolio, ranked #287.

UBS Group first reported a position in MSTR in Q4 2014 and has held it in 48 quarters since. The position peaked at $1.29B in Q4 2024. 843 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • UBS Group held 3,261,021 shares of Strategy Inc worth $499M as of Q3 2026.
  • UBS Group sold 1,682,390 Strategy Inc shares in Q3 2026, an estimated $195M.
  • Strategy Inc made up 0.07% of UBS Group's portfolio in Q3 2026, its #287 holding.
  • UBS Group first reported a position in Strategy Inc in Q4 2014 and has held it in 48 quarters since.
  • UBS Group's Strategy Inc position peaked at $1.29B in Q4 2024.
  • 843 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.