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Ancora Advisors’s Strategy Inc MSTR Stock Holding History

Ancora Advisors’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 		$17.1K Sell
137
-370
-73% -$52.9K ﹤0.01% 1591
2025
Q4 		$77K Buy
507
+147
+41% +$33.8K ﹤0.01% 1005
2025
Q3 		$116K Buy
360
+100
+38% +$37.1K ﹤0.01% 831
2025
Q2 		$105K Buy
260
+20
+8% +$7.29K ﹤0.01% 867
2025
Q1 		$69.2K Hold
240
– – ﹤0.01% 938
2024
Q4 		$69.5K Buy
240
+70
+41% +$21.1K ﹤0.01% 933
2024
Q3 		$28.7K Hold
170
– – ﹤0.01% 1127
2024
Q2 		$23.4K Buy
+170
New +$24.5K ﹤0.01% 1133
2024
Q1 		– Sell
-310
Closed -$19.6K – 1854
2023
Q4 		$19.6K Hold
310
– – ﹤0.01% 1169
2023
Q3 		$10.2K Hold
310
– – ﹤0.01% 1277
2023
Q2 		$10.6K Hold
310
– – ﹤0.01% 1265
2023
Q1 		$9.06K Hold
310
– – ﹤0.01% 1295
2022
Q4 		$4K Sell
310
-10
-3% -$204 ﹤0.01% 1506
2022
Q3 		$7K Buy
+320
New +$8.03K ﹤0.01% 1578

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

Ancora Advisors's MSTR Position: Q1 2026 in Review

Ancora Advisors reduced its Strategy Inc (MSTR) stake by 73% in Q1 2026, selling an estimated $52.9K and leaving 137 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1591.

Ancora Advisors first reported a position in MSTR in Q3 2022 and has held it in 14 quarters since. The position peaked at $116K in Q3 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Ancora Advisors held 137 shares of Strategy Inc worth $17.1K as of Q1 2026.
  • Ancora Advisors sold 370 Strategy Inc shares in Q1 2026, an estimated $52.9K.
  • Strategy Inc made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #1591 holding.
  • Ancora Advisors first reported a position in Strategy Inc in Q3 2022 and has held it in 14 quarters since.
  • Ancora Advisors's Strategy Inc position peaked at $116K in Q3 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.