MCM
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Manchester Capital Management’s Strategy Inc MSTR Stock Holding History

Manchester Capital 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 		$3.37K Sell
27
-16
-37% -$2.29K ﹤0.01% 938
2025
Q4 		$6.53K Sell
43
-144
-77% -$33.2K ﹤0.01% 849
2025
Q3 		$60.3K Buy
+187
New +$69.4K 0.01% 524
2022
Q2 		– Sell
-520
Closed -$25K – 1079
2022
Q1 		$25K Buy
520
+290
+126% +$12.6K ﹤0.01% 444
2021
Q4 		$13K Buy
+230
New +$15.8K ﹤0.01% 531

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Manchester Capital Management's MSTR Position: Q1 2026 in Review

Manchester Capital Management reduced its Strategy Inc (MSTR) stake by 37% in Q1 2026, selling an estimated $2.29K and leaving 27 shares worth $3.37K. The position accounts for ﹤0.01% of the portfolio, ranked #938.

Manchester Capital Management first reported a position in MSTR in Q4 2021 and has held it in 5 quarters since. The position peaked at $60.3K in Q3 2025. 938 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Manchester Capital Management held 27 shares of Strategy Inc worth $3.37K as of Q1 2026.
  • Manchester Capital Management sold 16 Strategy Inc shares in Q1 2026, an estimated $2.29K.
  • Strategy Inc made up ﹤0.01% of Manchester Capital Management's portfolio in Q1 2026, its #938 holding.
  • Manchester Capital Management first reported a position in Strategy Inc in Q4 2021 and has held it in 5 quarters since.
  • Manchester Capital Management's Strategy Inc position peaked at $60.3K in Q3 2025.
  • 938 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Manchester Capital Management's 13F filing for Q1 2026, filed 11 May 2026.