Capital World Investors
MSTR icon

Capital World Investors’s Strategy Inc MSTR Stock Holding History

Capital World 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 		$375M Buy
4,310,934
+28,826
+0.7% +$4.18M 0.04% 253
2026
Q1 		$534M Buy
4,282,108
+1,370,797
+47% +$196M 0.07% 197
2025
Q4 		$442M Buy
2,911,311
+1,632,179
+128% +$376M 0.06% 210
2025
Q3 		$412M Buy
1,279,132
+224,773
+21% +$83.4M 0.06% 214
2025
Q2 		$426M Buy
1,054,359
+401,555
+62% +$146M 0.06% 217
2025
Q1 		$188M Buy
652,804
+4,456
+0.7% +$1.41M 0.03% 274
2024
Q4 		$188M Sell
648,348
-69,023
-10% -$20.8M 0.03% 285
2024
Q3 		$121M Buy
717,371
+7,171
+1% +$1.03M 0.02% 324
2024
Q2 		$97.8M Buy
710,200
+3,840
+0.5% +$553K 0.02% 336
2024
Q1 		$120M Buy
706,360
+5,360
+0.8% +$489K 0.02% 329
2023
Q4 		$44.3M Hold
701,000
– – 0.01% 395
2023
Q3 		$23M Hold
701,000
– – ﹤0.01% 430
2023
Q2 		$24M Sell
701,000
-530,000
-43% -$16.1M ﹤0.01% 421
2023
Q1 		$36M Hold
1,231,000
– – 0.01% 397
2022
Q4 		$17.4M Sell
1,231,000
-1,486,000
-55% -$30.4M ﹤0.01% 462
2022
Q3 		$57.7M Hold
2,717,000
– – 0.01% 380
2022
Q2 		$44.6M Sell
2,717,000
-3,512,410
-56% -$102M 0.01% 398
2022
Q1 		$303M Buy
6,229,410
+349,450
+6% +$15.1M 0.05% 254
2021
Q4 		$320M Buy
5,879,960
+4,619,960
+367% +$318M 0.05% 265
2021
Q3 		$72.9M Hold
1,260,000
– – 0.01% 399
2021
Q2 		$83.7M Buy
1,260,000
+890,500
+241% +$52.7M 0.01% 397
2021
Q1 		$25.1M Buy
+369,500
New +$26.1M ﹤0.01% 504

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors's MSTR Position: Q2 2026 in Review

Capital World Investors increased its Strategy Inc (MSTR) stake by 0.67% in Q2 2026, buying an estimated $4.18M and bringing the position to 4,310,934 shares worth $375M. The position accounts for 0.04% of the portfolio, ranked #253.

Capital World Investors first reported a position in MSTR in Q1 2021 and has held it in 22 quarters since. The position peaked at $534M in Q1 2026. 668 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Capital World Investors held 4,310,934 shares of Strategy Inc worth $375M as of Q2 2026.
  • Capital World Investors bought 28,826 Strategy Inc shares in Q2 2026, an estimated $4.18M.
  • Strategy Inc made up 0.04% of Capital World Investors's portfolio in Q2 2026, its #253 holding.
  • Capital World Investors first reported a position in Strategy Inc in Q1 2021 and has held it in 22 quarters since.
  • Capital World Investors's Strategy Inc position peaked at $534M in Q1 2026.
  • 668 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

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