Capital Research Global Investors
MSTR icon

Capital Research Global Investors’s Strategy Inc MSTR Stock Holding History

Capital Research Global 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 		$950M Buy
7,615,709
+607,174
+9% +$86.8M 0.15% 119
2025
Q4 		$1.06B Buy
7,008,535
+2,803,277
+67% +$645M 0.2% 99
2025
Q3 		$1.35B Buy
4,205,258
+1,057,804
+34% +$392M 0.25% 93
2025
Q2 		$1.27B Buy
3,147,454
+406,180
+15% +$148M 0.25% 86
2025
Q1 		$790M Buy
2,741,274
+2,632,421
+2,418% +$836M 0.17% 114
2024
Q4 		$31.5M Sell
108,853
-36,617
-25% -$11M 0.01% 390
2024
Q3 		$24.5M Hold
145,470
– – 0.01% 376
2024
Q2 		$20M Hold
145,470
– – ﹤0.01% 378
2024
Q1 		$24.8M Sell
145,470
-144,570
-50% -$13.2M 0.01% 372
2023
Q4 		$18.3M Hold
290,040
– – ﹤0.01% 369
2023
Q3 		$9.52M Hold
290,040
– – ﹤0.01% 386
2023
Q2 		$9.93M Hold
290,040
– – ﹤0.01% 388
2023
Q1 		$8.48M Hold
290,040
– – ﹤0.01% 398
2022
Q4 		$4.11M Sell
290,040
-271,240
-48% -$5.54M ﹤0.01% 416
2022
Q3 		$11.9M Buy
+561,280
New +$14.1M ﹤0.01% 382

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return