UBS Group
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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
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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

UBS Group's MSTR Position: Q1 2026 in Review

UBS Group increased its Strategy Inc (MSTR) stake by 9.6% in Q1 2026, buying an estimated $78.8M and bringing the position to 6,311,364 shares worth $788M. The position accounts for 0.12% of the portfolio, ranked #167.

UBS Group first reported a position in MSTR in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.29B in Q4 2024. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • UBS Group held 6,311,364 shares of Strategy Inc worth $788M as of Q1 2026.
  • UBS Group bought 551,121 Strategy Inc shares in Q1 2026, an estimated $78.8M.
  • Strategy Inc made up 0.12% of UBS Group's portfolio in Q1 2026, its #167 holding.
  • UBS Group first reported a position in Strategy Inc in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Strategy Inc position peaked at $1.29B in Q4 2024.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.