DAGCO Inc’s Strategy Inc MSTR Stock Holding History

DAGCO Inc’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	-655	Closed	-$99.5K	–	380
2025 Q4	$99.5K	Buy	655 +483	+281%	+$111K	0.02%	138
2025 Q3	$55.4K	Sell	172 -65	-27%	-$24.1K	0.01%	172
2025 Q2	$95.8K	Hold	237	–	–	0.03%	132
2025 Q1	$68.3K	Buy	+237	New	+$75.3K	0.02%	137

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

DAGCO Inc's MSTR Position: Q1 2026 in Review

DAGCO Inc sold out of Strategy Inc (MSTR) in Q1 2026, closing a stake of 655 shares — an estimated $99.5K sold.

DAGCO Inc first reported a position in MSTR in Q1 2025 and held it in 4 quarters. The position peaked at $99.5K in Q4 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

DAGCO Inc reported no remaining Strategy Inc position as of Q1 2026 after selling out during the quarter.
DAGCO Inc sold 655 Strategy Inc shares in Q1 2026, an estimated $99.5K.
DAGCO Inc first reported a position in Strategy Inc in Q1 2025 and held it in 4 quarters.
DAGCO Inc's Strategy Inc position peaked at $99.5K in Q4 2025.
937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on DAGCO Inc's 13F filing for Q1 2026, filed 20 Apr 2026.