EI
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EFG International’s Strategy Inc MSTR Stock Holding History

EFG International’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 		$361K Sell
4,156
-5,000
-55% -$726K 0.01% 549
2026
Q1 		$1.14M Buy
9,156
+6,849
+297% +$979K 0.02% 388
2025
Q4 		$351K Buy
+2,307
New +$531K 0.01% 515

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

EFG International's MSTR Position: Q2 2026 in Review

EFG International reduced its Strategy Inc (MSTR) stake by 55% in Q2 2026, selling an estimated $726K and leaving 4,156 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #549.

EFG International first reported a position in MSTR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.14M in Q1 2026. 850 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • EFG International held 4,156 shares of Strategy Inc worth $361K as of Q2 2026.
  • EFG International sold 5,000 Strategy Inc shares in Q2 2026, an estimated $726K.
  • Strategy Inc made up 0.01% of EFG International's portfolio in Q2 2026, its #549 holding.
  • EFG International first reported a position in Strategy Inc in Q4 2025 and has held it in 3 quarters since.
  • EFG International's Strategy Inc position peaked at $1.14M in Q1 2026.
  • 850 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on EFG International's 13F filing for Q2 2026, filed 14 Aug 2026.