AQR Capital Management’s Strategy Inc MSTR Stock Holding History

AQR Capital Management’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	$17.9M	Buy	145,933 +127,414	+688%	+$18.2M	0.01%	1072
2025 Q4	$2.81M	Buy	18,519 +5,999	+48%	+$1.38M	﹤0.01%	1925
2025 Q3	$4.03M	Sell	12,520 -10,049	-45%	-$3.73M	﹤0.01%	1578
2025 Q2	$8.83M	Buy	22,569 +8,724	+63%	+$3.18M	0.01%	1016
2025 Q1	$3.89M	Sell	13,845 -1,311	-9%	-$416K	﹤0.01%	1253
2024 Q4	$4.39M	Buy	15,156 +6,448	+74%	+$1.94M	0.01%	1160
2024 Q3	$1.47M	Sell	8,708 -36,292	-81%	-$5.19M	﹤0.01%	1651
2024 Q2	$6.2M	Buy	45,000 +16,770	+59%	+$2.42M	0.01%	937
2024 Q1	$4.81M	Sell	28,230 -5,010	-15%	-$457K	0.01%	993
2023 Q4	$2.1M	Buy	33,240 +15,090	+83%	+$715K	﹤0.01%	1326
2023 Q3	$596K	Buy	18,150 +5,490	+43%	+$207K	﹤0.01%	1784
2023 Q2	$434K	Buy	+12,660	New	+$384K	﹤0.01%	1831
2022 Q1	–	Sell	-14,190	Closed	-$773K	–	2259
2021 Q4	$773K	Sell	14,190 -10,380	-42%	-$714K	﹤0.01%	1671
2021 Q3	$1.42M	Buy	24,570 +6,800	+38%	+$436K	﹤0.01%	1364
2021 Q2	$1.18M	Buy	17,770 +5,150	+41%	+$305K	﹤0.01%	1511
2021 Q1	$857K	Sell	12,620 -5,300	-30%	-$374K	﹤0.01%	1619
2020 Q4	$696K	Sell	17,920 -121,320	-87%	-$2.83M	﹤0.01%	1660
2020 Q3	$2.1M	Sell	139,240 -288,350	-67%	-$3.9M	﹤0.01%	1088
2020 Q2	$5.06M	Sell	427,590 -72,780	-15%	-$886K	0.01%	784
2020 Q1	$5.91M	Sell	500,370 -39,760	-7%	-$540K	0.01%	742
2019 Q4	$7.7M	Sell	540,130 -79,840	-13%	-$1.19M	0.01%	826
2019 Q3	$9.2M	Sell	619,970 -23,510	-4%	-$322K	0.01%	790
2019 Q2	$9.22M	Sell	643,480 -40,240	-6%	-$568K	0.01%	794
2019 Q1	$9.86M	Buy	683,720 +11,280	+2%	+$156K	0.01%	787
2018 Q4	$8.59M	Sell	672,440 -92,470	-12%	-$1.17M	0.01%	773
2018 Q3	$10.8M	Buy	764,910 +36,560	+5%	+$514K	0.01%	758
2018 Q2	$9.3M	Sell	728,350 -107,840	-13%	-$1.4M	0.01%	811
2018 Q1	$10.8M	Buy	836,190 +18,660	+2%	+$251K	0.01%	754
2017 Q4	$10.7M	Buy	817,530 +229,800	+39%	+$3.09M	0.01%	763
2017 Q3	$7.51M	Buy	587,730 +362,490	+161%	+$5.27M	0.01%	879
2017 Q2	$4.32M	Buy	225,240 +90,300	+67%	+$1.68M	0.01%	1079
2017 Q1	$2.53M	Buy	134,940 +27,960	+26%	+$542K	﹤0.01%	1281
2016 Q4	$2.11M	Sell	106,980 -21,540	-17%	-$407K	﹤0.01%	1374
2016 Q3	$2.15M	Sell	128,520 -66,240	-34%	-$1.14M	﹤0.01%	1380
2016 Q2	$3.41M	Sell	194,760 -320	-0.2%	-$5.89K	0.01%	1063
2016 Q1	$3.51M	Buy	195,080 +54,130	+38%	+$877K	0.01%	1011
2015 Q4	$2.53M	Buy	140,950 +38,240	+37%	+$695K	﹤0.01%	1143
2015 Q3	$2.02M	Buy	102,710 +2,660	+3%	+$52.7K	﹤0.01%	1127
2015 Q2	$1.7M	Buy	100,050 +22,050	+28%	+$388K	﹤0.01%	1252
2015 Q1	$1.32M	Buy	78,000 +11,000	+16%	+$186K	﹤0.01%	1299
2014 Q4	$1.09M	Sell	67,000 -77,160	-54%	-$1.22M	﹤0.01%	1601
2014 Q3	$1.89M	Buy	144,160 +47,000	+48%	+$654K	0.01%	1296
2014 Q2	$1.37M	Buy	97,160 +21,900	+29%	+$279K	﹤0.01%	1487
2014 Q1	$868K	Buy	75,260 +6,000	+9%	+$74.9K	﹤0.01%	1759
2013 Q4	$860K	Hold	69,260	–	–	﹤0.01%	1801
2013 Q3	$719K	Sell	69,260 -1,000	-1%	-$9.74K	﹤0.01%	1818
2013 Q2	$611K	Buy	+70,260	New	+$657K	﹤0.01%	1811

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

AQR Capital Management's MSTR Position: Q1 2026 in Review

AQR Capital Management increased its Strategy Inc (MSTR) stake by 688% in Q1 2026, buying an estimated $18.2M and bringing the position to 145,933 shares worth $17.9M. The position accounts for 0.01% of the portfolio, ranked #1072.

AQR Capital Management first reported a position in MSTR in Q2 2013 and has held it in 47 quarters since. 938 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

AQR Capital Management held 145,933 shares of Strategy Inc worth $17.9M as of Q1 2026.
AQR Capital Management bought 127,414 Strategy Inc shares in Q1 2026, an estimated $18.2M.
Strategy Inc made up 0.01% of AQR Capital Management's portfolio in Q1 2026, its #1072 holding.
AQR Capital Management first reported a position in Strategy Inc in Q2 2013 and has held it in 47 quarters since.
938 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on AQR Capital Management's 13F filing for Q1 2026, filed 15 May 2026.