Ensign Peak Advisors
MSTR icon

Ensign Peak Advisors’s Strategy Inc MSTR Stock Holding History

Ensign Peak Advisors’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 		$1.76M Buy
20,200
+5,100
+34% +$740K ﹤0.01% 766
2026
Q1 		$1.88M Buy
15,100
+5,400
+56% +$772K ﹤0.01% 723
2025
Q4 		$1.47M Sell
9,700
-32,809
-77% -$7.55M ﹤0.01% 757
2025
Q3 		$13.7M Buy
42,509
+9,548
+29% +$3.54M 0.02% 386
2025
Q2 		$13.3M Sell
32,961
-7,237
-18% -$2.64M 0.02% 406
2025
Q1 		$11.6M Sell
40,198
-58,205
-59% -$18.5M 0.02% 423
2024
Q4 		$28.5M Buy
98,403
+35,143
+56% +$10.6M 0.05% 261
2024
Q3 		$10.7M Buy
63,260
+7,400
+13% +$1.06M 0.02% 452
2024
Q2 		$7.69M Buy
55,860
+11,500
+26% +$1.66M 0.01% 519
2024
Q1 		$7.56M Buy
44,360
+3,460
+8% +$315K 0.01% 521
2023
Q4 		$2.58M Buy
40,900
+3,000
+8% +$142K 0.01% 814
2023
Q3 		$1.24M Hold
37,900
– – ﹤0.01% 1034
2023
Q2 		$1.3M Hold
37,900
– – ﹤0.01% 1067
2023
Q1 		$1.11M Buy
37,900
+4,000
+12% +$97.6K ﹤0.01% 1161
2022
Q4 		$480K Buy
33,900
+4,000
+13% +$81.8K ﹤0.01% 1630
2022
Q3 		$635K Sell
29,900
-24,400
-45% -$612K ﹤0.01% 1337
2022
Q2 		$892K Buy
54,300
+35,100
+183% +$1.02M ﹤0.01% 1174
2022
Q1 		$934K Sell
19,200
-53,070
-73% -$2.3M ﹤0.01% 1249
2021
Q4 		$3.94M Buy
72,270
+22,650
+46% +$1.56M 0.01% 736
2021
Q3 		$2.87M Sell
49,620
-73,870
-60% -$4.74M 0.01% 908
2021
Q2 		$8.21M Buy
123,490
+1,000
+0.8% +$59.2K 0.02% 482
2021
Q1 		$8.31M Buy
122,490
+23,560
+24% +$1.66M 0.02% 465
2020
Q4 		$3.84M Buy
98,930
+25,090
+34% +$586K 0.01% 714
2020
Q3 		$1.11M Hold
73,840
– – ﹤0.01% 1264
2020
Q2 		$873K Hold
73,840
– – ﹤0.01% 1324
2020
Q1 		$872K Hold
73,840
– – ﹤0.01% 1221
2019
Q4 		$1.05M Buy
+73,840
New +$1.1M ﹤0.01% 1317

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

Ensign Peak Advisors's MSTR Position: Q2 2026 in Review

Ensign Peak Advisors increased its Strategy Inc (MSTR) stake by 34% in Q2 2026, buying an estimated $740K and bringing the position to 20,200 shares worth $1.76M. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Ensign Peak Advisors first reported a position in MSTR in Q4 2019 and has held it in 27 quarters since. The position peaked at $28.5M in Q4 2024. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Ensign Peak Advisors held 20,200 shares of Strategy Inc worth $1.76M as of Q2 2026.
  • Ensign Peak Advisors bought 5,100 Strategy Inc shares in Q2 2026, an estimated $740K.
  • Strategy Inc made up ﹤0.01% of Ensign Peak Advisors's portfolio in Q2 2026, its #766 holding.
  • Ensign Peak Advisors first reported a position in Strategy Inc in Q4 2019 and has held it in 27 quarters since.
  • Ensign Peak Advisors's Strategy Inc position peaked at $28.5M in Q4 2024.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Ensign Peak Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.