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Marex Group’s Strategy Inc MSTR Stock Holding History

Marex Group’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 		$8.17M Sell
65,500
-42,600
-39% -$6.09M 0.05% 173
2025
Q4 		$16.4M Buy
108,100
+7,500
+7% +$1.73M 0.1% 134
2025
Q3 		$32.4M Buy
100,600
+3,600
+4% +$1.34M 0.23% 88
2025
Q2 		$39.2M Buy
+97,000
New +$35.3M 0.34% 70

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

Marex Group's MSTR Position: Q1 2026 in Review

Marex Group increased its Strategy Inc (MSTR) stake by 16% in Q1 2026, buying an estimated $68.2M and bringing the position to 3,411,673 shares worth $426M. The position accounts for 2.69% of the portfolio, ranked #4.

Marex Group first reported a position in MSTR in Q1 2023 and has held it in 10 quarters since. The position peaked at $760M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Marex Group held 3,411,673 shares of Strategy Inc worth $426M as of Q1 2026.
  • Marex Group bought 477,341 Strategy Inc shares in Q1 2026, an estimated $68.2M.
  • Strategy Inc made up 2.69% of Marex Group's portfolio in Q1 2026, its #4 holding.
  • Marex Group first reported a position in Strategy Inc in Q1 2023 and has held it in 10 quarters since.
  • Marex Group's Strategy Inc position peaked at $760M in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Marex Group's 13F filing for Q1 2026, filed 13 May 2026.