EGM
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Engineers Gate Manager’s Strategy Inc MSTR Stock Holding History

Engineers Gate Manager’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
-4,177
Closed -$635K – 2421
2025
Q4 		$635K Sell
4,177
-8,883
-68% -$2.05M 0.01% 1250
2025
Q3 		$4.21M Buy
13,060
+8,060
+161% +$2.99M 0.05% 447
2025
Q2 		$2.02M Buy
+5,000
New +$1.82M 0.03% 729
2025
Q1 		– Sell
-7,349
Closed -$2.13M – 2433
2024
Q4 		$2.13M Sell
7,349
-1,860
-20% -$560K 0.04% 602
2024
Q3 		$1.55M Buy
9,209
+2,279
+33% +$326K 0.03% 766
2024
Q2 		$955K Buy
+6,930
New +$999K 0.02% 906
2023
Q4 		– Sell
-43,960
Closed -$1.44M – 2136
2023
Q3 		$1.44M Buy
+43,960
New +$1.66M 0.05% 512
2023
Q1 		– Sell
-51,560
Closed -$730K – 1877
2022
Q4 		$730K Buy
+51,560
New +$1.05M 0.04% 666
2022
Q3 		– Sell
-62,620
Closed -$1.03M – 1916
2022
Q2 		$1.03M Buy
+62,620
New +$1.81M 0.04% 696
2021
Q2 		– Sell
-30,060
Closed -$2.04M – 1870
2021
Q1 		$2.04M Buy
+30,060
New +$2.12M 0.1% 263
2020
Q3 		– Sell
-137,910
Closed -$1.63M – 1870
2020
Q2 		$1.63M Buy
137,910
+70,490
+105% +$858K 0.08% 359
2020
Q1 		$796K Buy
67,420
+31,050
+85% +$422K 0.06% 533
2019
Q4 		$519K Sell
36,370
-115,200
-76% -$1.72M 0.02% 977
2019
Q3 		$2.25M Buy
151,570
+28,490
+23% +$390K 0.11% 275
2019
Q2 		$1.76M Buy
+123,080
New +$1.74M 0.1% 342
2018
Q3 		– Sell
-74,620
Closed -$953K – 1077
2018
Q2 		$953K Buy
+74,620
New +$972K 0.07% 379

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

Engineers Gate Manager's MSTR Position: Q1 2026 in Review

Engineers Gate Manager sold out of Strategy Inc (MSTR) in Q1 2026, closing a stake of 4,177 shares — an estimated $635K sold.

Engineers Gate Manager first reported a position in MSTR in Q2 2018 and held it in 16 quarters. The position peaked at $4.21M in Q3 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Engineers Gate Manager reported no remaining Strategy Inc position as of Q1 2026 after selling out during the quarter.
  • Engineers Gate Manager sold 4,177 Strategy Inc shares in Q1 2026, an estimated $635K.
  • Engineers Gate Manager first reported a position in Strategy Inc in Q2 2018 and held it in 16 quarters.
  • Engineers Gate Manager's Strategy Inc position peaked at $4.21M in Q3 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Engineers Gate Manager's 13F filing for Q1 2026, filed 15 May 2026.