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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
Q2 		$484K Buy
5,568
+400
+8% +$58.1K ﹤0.01% 496
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 $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 $3.37T AUM 44.26% 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

TCW Group's MSTR Position: Q2 2026 in Review

TCW Group increased its Strategy Inc (MSTR) stake by 7.7% in Q2 2026, buying an estimated $58.1K and bringing the position to 5,568 shares worth $484K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

TCW Group first reported a position in MSTR in Q2 2013 and has held it in 8 quarters since. The position peaked at $29.4M in Q2 2013. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • TCW Group held 5,568 shares of Strategy Inc worth $484K as of Q2 2026.
  • TCW Group bought 400 Strategy Inc shares in Q2 2026, an estimated $58.1K.
  • Strategy Inc made up ﹤0.01% of TCW Group's portfolio in Q2 2026, its #496 holding.
  • TCW Group first reported a position in Strategy Inc in Q2 2013 and has held it in 8 quarters since.
  • TCW Group's Strategy Inc position peaked at $29.4M in Q2 2013.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on TCW Group's 13F filing for Q2 2026, filed 3 Aug 2026.