AWM
MSTR icon

Activest Wealth Management’s Strategy Inc MSTR Stock Holding History

Activest Wealth Management’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 		$46.7K Buy
374
+364
+3,640% +$52K 0.01% 344
2025
Q4 		$1.52K Sell
10
-162
-94% -$37.3K ﹤0.01% 917
2025
Q3 		$55.4K Buy
172
+1
+0.6% +$371 0.01% 250
2025
Q2 		$69.1K Buy
171
+5
+3% +$1.82K 0.02% 169
2025
Q1 		$47.9K Buy
166
+53
+47% +$16.8K 0.01% 198
2024
Q4 		$32.7K Buy
+113
New +$34K 0.01% 209
2024
Q3 		– Hold
0
– – – 690
2024
Q2 		– Hold
0
– – – 634
2021
Q4 		– Sell
-50
Closed -$3K – 376
2021
Q3 		$3K Hold
50
– – ﹤0.01% 315
2021
Q2 		$3K Buy
50
+20
+67% +$1.18K ﹤0.01% 285
2021
Q1 		$2K Buy
+30
New +$2.12K ﹤0.01% 272

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 $5.7T 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
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 $564B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return