INTECH Investment Management’s Strategy Inc MSTR Stock Holding History

INTECH Investment Management’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	$272K	Sell	2,183 -2,514	-54%	-$359K	﹤0.01%	1607
2025 Q4	$714K	Sell	4,697 -4,357	-48%	-$1M	0.01%	1318
2025 Q3	$2.92M	Sell	9,054 -1,029	-10%	-$382K	0.03%	582
2025 Q2	$4.08M	Buy	10,083 +1,555	+18%	+$566K	0.04%	411
2025 Q1	$2.46M	Buy	8,528 +501	+6%	+$159K	0.03%	645
2024 Q4	$2.32M	Buy	8,027 +804	+11%	+$242K	0.02%	628
2024 Q3	$1.22M	Buy	7,223 +1,383	+24%	+$198K	0.01%	700
2024 Q2	$804K	Buy	+5,840	New	+$841K	0.01%	680

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

INTECH Investment Management's MSTR Position: Q1 2026 in Review

INTECH Investment Management reduced its Strategy Inc (MSTR) stake by 54% in Q1 2026, selling an estimated $359K and leaving 2,183 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #1607.

INTECH Investment Management first reported a position in MSTR in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.08M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

INTECH Investment Management held 2,183 shares of Strategy Inc worth $272K as of Q1 2026.
INTECH Investment Management sold 2,514 Strategy Inc shares in Q1 2026, an estimated $359K.
Strategy Inc made up ﹤0.01% of INTECH Investment Management's portfolio in Q1 2026, its #1607 holding.
INTECH Investment Management first reported a position in Strategy Inc in Q2 2024 and has held it in 8 quarters since.
INTECH Investment Management's Strategy Inc position peaked at $4.08M in Q2 2025.
937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on INTECH Investment Management's 13F filing for Q1 2026, filed 8 May 2026.