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
Q2 		$247K Buy
+2,840
New +$412K ﹤0.01% 1873
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 $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

Engineers Gate Manager's MSTR Position: Q2 2026 in Review

Engineers Gate Manager opened a new position in Strategy Inc (MSTR) in Q2 2026: 2,840 shares worth $247K. The stake represents ﹤0.01% of the portfolio and ranks #1873 among its holdings. This is a return to the name: Engineers Gate Manager previously reported a position in MSTR as recently as Q4 2025.

Engineers Gate Manager first reported a position in MSTR in Q2 2018 and has held it in 17 quarters since. The position peaked at $4.21M in Q3 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Engineers Gate Manager held 2,840 shares of Strategy Inc worth $247K as of Q2 2026.
  • Strategy Inc was a new Engineers Gate Manager position in Q2 2026.
  • Strategy Inc made up ﹤0.01% of Engineers Gate Manager's portfolio in Q2 2026, its #1873 holding.
  • Engineers Gate Manager first reported a position in Strategy Inc in Q2 2018 and has held it in 17 quarters since.
  • Engineers Gate Manager's Strategy Inc position peaked at $4.21M in Q3 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Engineers Gate Manager's 13F filing for Q2 2026, filed 14 Aug 2026.