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 Q2	$12.2M	Sell	139,900 -81,700	-37%	-$11.9M	﹤0.01%	3239
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 $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

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

UBS Group's MSTR Position: Q2 2026 in Review

UBS Group reduced its Strategy Inc (MSTR) stake by 22% in Q2 2026, selling an estimated $199M and leaving 4,943,411 shares worth $430M. The position accounts for 0.05% of the portfolio, ranked #350.

UBS Group first reported a position in MSTR in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.29B in Q4 2024. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

UBS Group held 4,943,411 shares of Strategy Inc worth $430M as of Q2 2026.
UBS Group sold 1,367,953 Strategy Inc shares in Q2 2026, an estimated $199M.
Strategy Inc made up 0.05% of UBS Group's portfolio in Q2 2026, its #350 holding.
UBS Group first reported a position in Strategy Inc in Q4 2014 and has held it in 47 quarters since.
UBS Group's Strategy Inc position peaked at $1.29B in Q4 2024.
852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.