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Winton Group’s Strategy Inc MSTR Stock Holding History

Winton 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 		$826K Buy
+9,500
New +$1.38M 0.03% 553
2026
Q1 		– Sell
-47,894
Closed -$7.28M – 1296
2025
Q4 		$7.28M Buy
47,894
+31,340
+189% +$7.22M 0.25% 101
2025
Q3 		$5.33M Buy
+16,554
New +$6.14M 0.2% 160
2024
Q2 		– Sell
-3,020
Closed -$515K – 679
2024
Q1 		$515K Buy
+3,020
New +$275K 0.04% 467
2021
Q1 		– Sell
-47,730
Closed -$1.85M – 1423
2020
Q4 		$1.85M Sell
47,730
-174,640
-79% -$4.08M 0.13% 134
2020
Q3 		$3.35M Sell
222,370
-406,980
-65% -$5.5M 0.11% 280
2020
Q2 		$7.45M Sell
629,350
-187,190
-23% -$2.28M 0.19% 93
2020
Q1 		$9.64M Sell
816,540
-19,920
-2% -$271K 0.25% 65
2019
Q4 		$11.9M Buy
836,460
+808,720
+2,915% +$12M 0.17% 175
2019
Q3 		$412K Buy
+27,740
New +$380K ﹤0.01% 1153

Other funds holding MSTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Winton Group's MSTR Position: Q2 2026 in Review

Winton Group opened a new position in Strategy Inc (MSTR) in Q2 2026: 9,500 shares worth $826K. The stake represents 0.03% of the portfolio and ranks #553 among its holdings. This is a return to the name: Winton Group previously reported a position in MSTR as recently as Q4 2025.

Winton Group first reported a position in MSTR in Q3 2019 and has held it in 10 quarters since. The position peaked at $11.9M in Q4 2019. 521 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Winton Group held 9,500 shares of Strategy Inc worth $826K as of Q2 2026.
  • Strategy Inc was a new Winton Group position in Q2 2026.
  • Strategy Inc made up 0.03% of Winton Group's portfolio in Q2 2026, its #553 holding.
  • Winton Group first reported a position in Strategy Inc in Q3 2019 and has held it in 10 quarters since.
  • Winton Group's Strategy Inc position peaked at $11.9M in Q4 2019.
  • 521 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.