Ewing Morris & Co Investment Partners’s Strategy Inc MSTR Stock Holding History

Ewing Morris & Co Investment Partners’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	-7,469	Closed	-$1.15M	–	93
2025 Q4	$1.15M	Sell	7,469 -75	-1%	-$17.3K	0.5%	48
2025 Q3	$2.43M	Sell	7,544 -1,882	-20%	-$698K	1.04%	30
2025 Q2	$3.81M	Buy	9,426 +1,985	+27%	+$723K	1.71%	20
2025 Q1	$3.07M	Sell	7,441 -641	-8%	-$204K	0.97%	31
2024 Q4	$2.34M	Buy	+8,082	New	+$2.43M	0.81%	36

Other funds holding MSTR

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ewing Morris & Co Investment Partners's MSTR Position: Q1 2026 in Review

Ewing Morris & Co Investment Partners sold out of Strategy Inc (MSTR) in Q1 2026, closing a stake of 7,469 shares — an estimated $1.15M sold.

Ewing Morris & Co Investment Partners first reported a position in MSTR in Q4 2024 and held it in 5 quarters. The position peaked at $3.81M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

Ewing Morris & Co Investment Partners reported no remaining Strategy Inc position as of Q1 2026 after selling out during the quarter.
Ewing Morris & Co Investment Partners sold 7,469 Strategy Inc shares in Q1 2026, an estimated $1.15M.
Ewing Morris & Co Investment Partners first reported a position in Strategy Inc in Q4 2024 and held it in 5 quarters.
Ewing Morris & Co Investment Partners's Strategy Inc position peaked at $3.81M in Q2 2025.
937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q1 2026, filed 11 May 2026.