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Steigerwald Gordon & Koch’s Strategy Inc MSTR Stock Holding History

Steigerwald Gordon & Koch’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 		$4.17K Sell
48
-557
-92% -$80.9K ﹤0.01% 632
2026
Q1 		$75.5K Buy
605
+557
+1,160% +$79.6K 0.01% 249
2025
Q4 		$7.29K Hold
48
– – ﹤0.01% 624
2025
Q3 		$15.5K Buy
+48
New +$17.8K ﹤0.01% 462

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Steigerwald Gordon & Koch's MSTR Position: Q2 2026 in Review

Steigerwald Gordon & Koch reduced its Strategy Inc (MSTR) stake by 92% in Q2 2026, selling an estimated $80.9K and leaving 48 shares worth $4.17K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

Steigerwald Gordon & Koch first reported a position in MSTR in Q3 2025 and has held it in 4 quarters since. The position peaked at $75.5K in Q1 2026. 853 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Steigerwald Gordon & Koch held 48 shares of Strategy Inc worth $4.17K as of Q2 2026.
  • Steigerwald Gordon & Koch sold 557 Strategy Inc shares in Q2 2026, an estimated $80.9K.
  • Strategy Inc made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #632 holding.
  • Steigerwald Gordon & Koch first reported a position in Strategy Inc in Q3 2025 and has held it in 4 quarters since.
  • Steigerwald Gordon & Koch's Strategy Inc position peaked at $75.5K in Q1 2026.
  • 853 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.