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
Q2 		$260M Sell
2,993,437
-4,622,272
-61% -$671M 0.04% 211
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 $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

Capital Research Global Investors's MSTR Position: Q2 2026 in Review

Capital Research Global Investors reduced its Strategy Inc (MSTR) stake by 61% in Q2 2026, selling an estimated $671M and leaving 2,993,437 shares worth $260M. The position accounts for 0.04% of the portfolio, ranked #211.

Capital Research Global Investors first reported a position in MSTR in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.35B in Q3 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Capital Research Global Investors held 2,993,437 shares of Strategy Inc worth $260M as of Q2 2026.
  • Capital Research Global Investors sold 4,622,272 Strategy Inc shares in Q2 2026, an estimated $671M.
  • Strategy Inc made up 0.04% of Capital Research Global Investors's portfolio in Q2 2026, its #211 holding.
  • Capital Research Global Investors first reported a position in Strategy Inc in Q3 2022 and has held it in 16 quarters since.
  • Capital Research Global Investors's Strategy Inc position peaked at $1.35B in Q3 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Capital Research Global Investors's 13F filing for Q2 2026, filed 12 Aug 2026.