Utah Retirement Systems’s Strategy Inc MSTR Stock Holding History

Utah Retirement Systems’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	$4.32M	Buy	49,688 +18,321	+58%	+$2.66M	0.04%	355
2026 Q1	$3.91M	Buy	31,367 +2,360	+8%	+$337K	0.04%	384
2025 Q4	$4.41M	Buy	29,007 +148	+0.5%	+$34.1K	0.04%	355
2025 Q3	$9.3M	Buy	28,859 +2,755	+11%	+$1.02M	0.09%	204
2025 Q2	$10.6M	Buy	26,104 +817	+3%	+$298K	0.11%	177
2025 Q1	$7.29M	Buy	25,287 +16,387	+184%	+$5.2M	0.08%	226
2024 Q4	$2.58M	Buy	8,900 +500	+6%	+$150K	0.03%	486
2024 Q3	$1.42M	Buy	8,400 +100	+1%	+$14.3K	0.02%	656
2024 Q2	$1.14M	Buy	+8,300	New	+$1.2M	0.01%	689

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Utah Retirement Systems's MSTR Position: Q2 2026 in Review

Utah Retirement Systems increased its Strategy Inc (MSTR) stake by 58% in Q2 2026, buying an estimated $2.66M and bringing the position to 49,688 shares worth $4.32M. The position accounts for 0.04% of the portfolio, ranked #355.

Utah Retirement Systems first reported a position in MSTR in Q2 2024 and has held it in 9 quarters since. The position peaked at $10.6M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Utah Retirement Systems held 49,688 shares of Strategy Inc worth $4.32M as of Q2 2026.
Utah Retirement Systems bought 18,321 Strategy Inc shares in Q2 2026, an estimated $2.66M.
Strategy Inc made up 0.04% of Utah Retirement Systems's portfolio in Q2 2026, its #355 holding.
Utah Retirement Systems first reported a position in Strategy Inc in Q2 2024 and has held it in 9 quarters since.
Utah Retirement Systems's Strategy Inc position peaked at $10.6M in Q2 2025.
852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Utah Retirement Systems's 13F filing for Q2 2026, filed 14 Aug 2026.