Atom Investors’s Strategy Inc MSTR Stock Holding History

Atom Investors’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	–	Sell	-5,302	Closed	-$806K	–	777
2025 Q4	$806K	Buy	+5,302	New	+$1.22M	0.06%	329
2021 Q1	–	Sell	-142,970	Closed	-$5.55M	–	366
2020 Q4	$5.55M	Buy	+142,970	New	+$3.34M	0.56%	50

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

Atom Investors's MSTR Position: Q1 2026 in Review

Atom Investors sold out of Strategy Inc (MSTR) in Q1 2026, closing a stake of 5,302 shares — an estimated $806K sold.

Atom Investors first reported a position in MSTR in Q4 2020 and held it in 2 quarters. The position peaked at $5.55M in Q4 2020. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

Atom Investors reported no remaining Strategy Inc position as of Q1 2026 after selling out during the quarter.
Atom Investors sold 5,302 Strategy Inc shares in Q1 2026, an estimated $806K.
Atom Investors first reported a position in Strategy Inc in Q4 2020 and held it in 2 quarters.
Atom Investors's Strategy Inc position peaked at $5.55M in Q4 2020.
937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Atom Investors's 13F filing for Q1 2026, filed 15 May 2026.