Cetera Investment Advisers
MSTR icon

Cetera Investment Advisers’s Strategy Inc MSTR Stock Holding History

Cetera Investment Advisers’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 		$34.9M Buy
279,626
+78,628
+39% +$11.2M 0.04% 483
2025
Q4 		$30.5M Buy
200,998
+9,401
+5% +$2.16M 0.03% 491
2025
Q3 		$61.7M Buy
191,597
+67,028
+54% +$24.9M 0.07% 261
2025
Q2 		$50.4M Buy
124,569
+7,000
+6% +$2.55M 0.09% 233
2025
Q1 		$33.9M Buy
117,569
+17,089
+17% +$5.43M 0.07% 302
2024
Q4 		$29.1M Sell
100,480
-18,585
-16% -$5.59M 0.06% 324
2024
Q3 		$20.1M Buy
119,065
+56,505
+90% +$8.08M 0.04% 415
2024
Q2 		$8.62M Buy
62,560
+10,340
+20% +$1.49M 0.02% 735
2024
Q1 		$8.9M Buy
+52,220
New +$4.76M 0.02% 707
2021
Q3 		– Sell
-5,260
Closed -$350K – 1843
2021
Q2 		$350K Buy
+5,260
New +$311K 0.01% 1317

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