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Gateway Investment Advisers’s Strategy Inc MSTR Stock Holding History

Gateway Investment Advisers’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 		$1.28M Sell
14,756
-8,406
-36% -$1.22M 0.01% 383
2026
Q1 		$2.89M Buy
23,162
+7,419
+47% +$1.06M 0.03% 205
2025
Q4 		$2.39M Sell
15,743
-317
-2% -$73K 0.02% 267
2025
Q3 		$5.17M Buy
+16,060
New +$5.96M 0.05% 196

Other funds holding MSTR

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
VIPI
Vista Investment Partners II Richmond, Indiana $255M AUM 32.07% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Gateway Investment Advisers's MSTR Position: Q2 2026 in Review

Gateway Investment Advisers reduced its Strategy Inc (MSTR) stake by 36% in Q2 2026, selling an estimated $1.22M and leaving 14,756 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #383.

Gateway Investment Advisers first reported a position in MSTR in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.17M in Q3 2025. 194 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Gateway Investment Advisers held 14,756 shares of Strategy Inc worth $1.28M as of Q2 2026.
  • Gateway Investment Advisers sold 8,406 Strategy Inc shares in Q2 2026, an estimated $1.22M.
  • Strategy Inc made up 0.01% of Gateway Investment Advisers's portfolio in Q2 2026, its #383 holding.
  • Gateway Investment Advisers first reported a position in Strategy Inc in Q3 2025 and has held it in 4 quarters since.
  • Gateway Investment Advisers's Strategy Inc position peaked at $5.17M in Q3 2025.
  • 194 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Gateway Investment Advisers's 13F filing for Q2 2026, filed 20 Jul 2026.