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TCW Group’s Strategy Inc MSTR Stock Holding History

TCW 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 		$645K Buy
5,168
+956
+23% +$137K ﹤0.01% 431
2025
Q4 		$640K Buy
+4,212
New +$970K ﹤0.01% 428
2014
Q3 		– Sell
-16,110
Closed -$227K – 739
2014
Q2 		$227K Sell
16,110
-1,869,660
-99% -$23.9M ﹤0.01% 731
2014
Q1 		$21.8M Sell
1,885,770
-409,190
-18% -$5.11M 0.09% 182
2013
Q4 		$28.5M Buy
2,294,960
+19,490
+0.9% +$230K 0.12% 143
2013
Q3 		$23.6M Sell
2,275,470
-1,100,780
-33% -$10.7M 0.11% 158
2013
Q2 		$29.4M Buy
+3,376,250
New +$31.6M 0.14% 132

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

TCW Group's MSTR Position: Q1 2026 in Review

TCW Group increased its Strategy Inc (MSTR) stake by 23% in Q1 2026, buying an estimated $137K and bringing the position to 5,168 shares worth $645K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

TCW Group first reported a position in MSTR in Q2 2013 and has held it in 7 quarters since. The position peaked at $29.4M in Q2 2013. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • TCW Group held 5,168 shares of Strategy Inc worth $645K as of Q1 2026.
  • TCW Group bought 956 Strategy Inc shares in Q1 2026, an estimated $137K.
  • Strategy Inc made up ﹤0.01% of TCW Group's portfolio in Q1 2026, its #431 holding.
  • TCW Group first reported a position in Strategy Inc in Q2 2013 and has held it in 7 quarters since.
  • TCW Group's Strategy Inc position peaked at $29.4M in Q2 2013.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on TCW Group's 13F filing for Q1 2026, filed 14 May 2026.