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E Fund Management’s Strategy Inc MSTR Stock Holding History

E Fund 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
Q2 		$1.04M Buy
11,959
+1,137
+11% +$165K 0.02% 197
2026
Q1 		$1.35M Buy
+10,822
New +$1.55M 0.04% 176
2025
Q2 		$2.4M Sell
5,949
-111
-2% -$40.4K 0.11% 104
2025
Q1 		$1.75M Buy
6,060
+3,887
+179% +$1.23M 0.08% 124
2024
Q4 		$629K Buy
+2,173
New +$654K 0.03% 193

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

E Fund Management's MSTR Position: Q2 2026 in Review

E Fund Management increased its Strategy Inc (MSTR) stake by 11% in Q2 2026, buying an estimated $165K and bringing the position to 11,959 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #197.

E Fund Management first reported a position in MSTR in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.4M in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • E Fund Management held 11,959 shares of Strategy Inc worth $1.04M as of Q2 2026.
  • E Fund Management bought 1,137 Strategy Inc shares in Q2 2026, an estimated $165K.
  • Strategy Inc made up 0.02% of E Fund Management's portfolio in Q2 2026, its #197 holding.
  • E Fund Management first reported a position in Strategy Inc in Q4 2024 and has held it in 5 quarters since.
  • E Fund Management's Strategy Inc position peaked at $2.4M in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on E Fund Management's 13F filing for Q2 2026, filed 11 Aug 2026.