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	$27.7M	Sell	221,600 -384,300	-63%	-$54.9M	﹤0.01%	2249
2025 Q4	$92.1M	Buy	605,900 +172,900	+40%	+$39.8M	0.01%	1075
2025 Q3	$140M	Buy	433,000 +75,400	+21%	+$28M	0.02%	796
2025 Q2	$145M	Sell	357,600 -23,000	-6%	-$8.38M	0.03%	716
2025 Q1	$110M	Sell	380,600 -65,300	-15%	-$20.7M	0.02%	863
2024 Q4	$129M	Buy	445,900 +51,500	+13%	+$15.5M	0.02%	750
2024 Q3	$66.5M	Buy	394,400 +243,400	+161%	+$34.8M	0.01%	971
2024 Q2	$20.8M	Buy	151,000 +76,000	+101%	+$11M	0.01%	1644
2024 Q1	$12.8M	Hold	75,000	–	–	﹤0.01%	2062
2023 Q4	$4.74M	Buy	+75,000	New	+$3.56M	﹤0.01%	2842
2021 Q3	–	Sell	-1,000	Closed	-$66K	–	9872
2021 Q2	$66K	Hold	1,000	–	–	﹤0.01%	6187
2021 Q1	$68K	Buy	+1,000	New	+$70.6K	﹤0.01%	6256
2016 Q3	–	Sell	-15,000	Closed	-$263K	–	7838
2016 Q2	$263K	Buy	+15,000	New	+$276K	﹤0.01%	4356

Other funds holding MSTR

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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.