Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
Capital International Investors’s
Strategy Inc
MSTR
Stock Holding History
Capital International Investors’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
$3.92B
Buy
31,441,761
+10,826,893
+53%
+$1.55B
0.92%
25
2025
Q4
$3.13B
Buy
20,614,868
+5,600,573
+37%
+$1.29B
0.49%
50
2025
Q3
$4.84B
Buy
15,014,295
+383,207
+3%
+$142M
0.78%
30
2025
Q2
$5.91B
Sell
14,631,088
-48,695
-0.3%
-$17.7M
1.02%
21
2025
Q1
$4.23B
Buy
14,679,783
+2,036,077
+16%
+$646M
0.83%
27
2024
Q4
$3.66B
Sell
12,643,706
-4,884,439
-28%
-$1.47B
0.69%
38
2024
Q3
$2.96B
Buy
17,528,145
+272,895
+2%
+$39M
0.57%
47
2024
Q2
$2.38B
Sell
17,255,250
-660,390
-4%
-$95.2M
0.49%
56
2024
Q1
$3.05B
Buy
17,915,640
+2,326,670
+15%
+$212M
0.62%
43
2023
Q4
$985M
Buy
15,588,970
+48,580
+0.3%
+$2.3M
0.22%
109
2023
Q3
$510M
Buy
15,540,390
+43,720
+0.3%
+$1.65M
0.13%
155
2023
Q2
$531M
Buy
15,496,670
+32,740
+0.2%
+$992K
0.13%
161
2023
Q1
$452M
Buy
15,463,930
+72,450
+0.5%
+$1.77M
0.12%
166
2022
Q4
$218M
Buy
15,391,480
+1,541,490
+11%
+$31.5M
0.06%
228
2022
Q3
$294M
Buy
13,849,990
+10,500
+0.1%
+$263K
0.09%
209
2022
Q2
$227M
Buy
13,839,490
+14,860
+0.1%
+$430K
0.06%
234
2022
Q1
$672M
Buy
13,824,630
+438,380
+3%
+$19M
0.15%
148
2021
Q4
$729M
Buy
13,386,250
+2,881,040
+27%
+$198M
0.15%
142
2021
Q3
$608M
Buy
10,505,210
+972,790
+10%
+$62.4M
0.14%
149
2021
Q2
$633M
Buy
+9,532,420
New
+$564M
0.14%
148
Other funds holding MSTR
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
New York
$1.66T AUM
25.57%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close