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Csenge Advisory Group’s Strategy Inc MSTR Stock Holding History

Csenge Advisory Group’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
2024
Q2 		– Sell
-4,000
Closed -$279K – 725
2024
Q1 		$279K Buy
+4,000
New +$365K 0.02% 570

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

Csenge Advisory Group's MSTR Position: Q1 2026 in Review

Csenge Advisory Group opened a new position in Strategy Inc (MSTR) in Q1 2026: 1,895 shares worth $237K. The stake represents 0.01% of the portfolio and ranks #655 among its holdings. This is a return to the name: Csenge Advisory Group previously reported a position in MSTR as recently as Q3 2025.

Csenge Advisory Group first reported a position in MSTR in Q3 2018 and has held it in 9 quarters since. The position peaked at $2.47M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Csenge Advisory Group held 1,895 shares of Strategy Inc worth $237K as of Q1 2026.
  • Strategy Inc was a new Csenge Advisory Group position in Q1 2026.
  • Strategy Inc made up 0.01% of Csenge Advisory Group's portfolio in Q1 2026, its #655 holding.
  • Csenge Advisory Group first reported a position in Strategy Inc in Q3 2018 and has held it in 9 quarters since.
  • Csenge Advisory Group's Strategy Inc position peaked at $2.47M in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Csenge Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.