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Peapack-Gladstone Financial Corp’s Strategy Inc MSTR Stock Holding History

Peapack-Gladstone Financial Corp’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
-3,370
Closed -$512K – 671
2025
Q4 		$512K Buy
3,370
+315
+10% +$72.5K 0.01% 492
2025
Q3 		$984K Hold
3,055
– – 0.01% 408
2025
Q2 		$1.24M Buy
3,055
+550
+22% +$200K 0.02% 375
2025
Q1 		$722K Buy
2,505
+30
+1% +$9.53K 0.01% 427
2024
Q4 		$717K Buy
2,475
+125
+5% +$37.6K 0.01% 425
2024
Q3 		$396K Hold
2,350
– – 0.01% 529
2024
Q2 		$324K Hold
2,350
– – 0.01% 547
2024
Q1 		$401K Buy
+2,350
New +$214K 0.01% 520

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Peapack-Gladstone Financial Corp's MSTR Position: Q1 2026 in Review

Peapack-Gladstone Financial Corp sold out of Strategy Inc (MSTR) in Q1 2026, closing a stake of 3,370 shares — an estimated $512K sold.

Peapack-Gladstone Financial Corp first reported a position in MSTR in Q1 2024 and held it in 8 quarters. The position peaked at $1.24M in Q2 2025. 941 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Peapack-Gladstone Financial Corp reported no remaining Strategy Inc position as of Q1 2026 after selling out during the quarter.
  • Peapack-Gladstone Financial Corp sold 3,370 Strategy Inc shares in Q1 2026, an estimated $512K.
  • Peapack-Gladstone Financial Corp first reported a position in Strategy Inc in Q1 2024 and held it in 8 quarters.
  • Peapack-Gladstone Financial Corp's Strategy Inc position peaked at $1.24M in Q2 2025.
  • 941 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q1 2026, filed 15 May 2026.