UB
MSTR icon

UMB Bank’s Strategy Inc MSTR Stock Holding History

UMB Bank’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 		$6.24K Sell
50
-18
-26% -$2.57K ﹤0.01% 1991
2025
Q4 		$10.3K Sell
68
-57
-46% -$13.1K ﹤0.01% 1813
2025
Q3 		$40.3K Buy
125
+25
+25% +$9.28K ﹤0.01% 1234
2025
Q2 		$40.4K Sell
100
-3
-3% -$1.09K ﹤0.01% 1186
2025
Q1 		$29.7K Buy
103
+3
+3% +$953 ﹤0.01% 1232
2024
Q4 		$29K Sell
100
-50
-33% -$15K ﹤0.01% 1126
2024
Q3 		$25.3K Hold
150
– – ﹤0.01% 1124
2024
Q2 		$20.7K Hold
150
– – ﹤0.01% 1053
2024
Q1 		$25.6K Hold
150
– – ﹤0.01% 999
2023
Q4 		$9.47K Hold
150
– – ﹤0.01% 1303
2023
Q3 		$4.92K Buy
+150
New +$5.65K ﹤0.01% 1425

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UMB Bank's MSTR Position: Q1 2026 in Review

UMB Bank reduced its Strategy Inc (MSTR) stake by 26% in Q1 2026, selling an estimated $2.57K and leaving 50 shares worth $6.24K. The position accounts for ﹤0.01% of the portfolio, ranked #1991.

UMB Bank first reported a position in MSTR in Q3 2023 and has held it in 11 quarters since. The position peaked at $40.4K in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • UMB Bank held 50 shares of Strategy Inc worth $6.24K as of Q1 2026.
  • UMB Bank sold 18 Strategy Inc shares in Q1 2026, an estimated $2.57K.
  • Strategy Inc made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #1991 holding.
  • UMB Bank first reported a position in Strategy Inc in Q3 2023 and has held it in 11 quarters since.
  • UMB Bank's Strategy Inc position peaked at $40.4K in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.