CI Investments Inc
MSTR icon

CI Investments Inc’s Strategy Inc MSTR Stock Holding History

CI Investments Inc’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 		$263K Sell
2,108
-104
-5% -$14.9K ﹤0.01% 567
2025
Q4 		$336K Buy
2,212
+426
+24% +$98.1K ﹤0.01% 558
2025
Q3 		$575K Buy
1,786
+265
+17% +$98.3K ﹤0.01% 494
2025
Q2 		$615K Buy
1,521
+462
+44% +$168K ﹤0.01% 489
2025
Q1 		$305K Sell
1,059
-358
-25% -$114K ﹤0.01% 626
2024
Q4 		$410K Buy
1,417
+19
+1% +$5.72K ﹤0.01% 549
2024
Q3 		$236K Sell
1,398
-232
-14% -$33.2K ﹤0.01% 618
2024
Q2 		$225K Sell
1,630
-560
-26% -$80.7K ﹤0.01% 611
2024
Q1 		$373K Sell
2,190
-1,930
-47% -$176K ﹤0.01% 536
2023
Q4 		$260K Buy
4,120
+3,110
+308% +$147K ﹤0.01% 561
2023
Q3 		$33K Sell
1,010
-100
-9% -$3.77K ﹤0.01% 1047
2023
Q2 		$38K Sell
1,110
-480
-30% -$14.5K ﹤0.01% 1011
2023
Q1 		$46K Sell
1,590
-120
-7% -$2.93K ﹤0.01% 921
2022
Q4 		$24K Sell
1,710
-40
-2% -$818 ﹤0.01% 1059
2022
Q3 		$37K Buy
1,750
+70
+4% +$1.75K ﹤0.01% 904
2022
Q2 		$28K Buy
+1,680
New +$48.6K ﹤0.01% 918
2022
Q1 		– Sell
-252,950
Closed -$13.8M – 1388
2021
Q4 		$13.8M Hold
252,950
– – 0.05% 252
2021
Q3 		$14.6M Hold
252,950
– – 0.05% 257
2021
Q2 		$16.8M Hold
252,950
– – 0.06% 236
2021
Q1 		$17.2M Buy
+252,950
New +$17.9M 0.07% 214
2015
Q4 		– Sell
-141,000
Closed -$2.77M – 194
2015
Q3 		$2.77M Hold
141,000
– – 0.04% 139
2015
Q2 		$2.4M Hold
141,000
– – 0.03% 157
2015
Q1 		$2.39M Hold
141,000
– – 0.03% 151
2014
Q4 		$2.29M Hold
141,000
– – 0.03% 146
2014
Q3 		$1.84M Hold
141,000
– – 0.02% 160
2014
Q2 		$1.98M Hold
141,000
– – 0.02% 155
2014
Q1 		$1.63M Buy
+141,000
New +$1.76M 0.02% 165

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 $5.72T 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CI Investments Inc's MSTR Position: Q1 2026 in Review

CI Investments Inc reduced its Strategy Inc (MSTR) stake by 4.7% in Q1 2026, selling an estimated $14.9K and leaving 2,108 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

CI Investments Inc first reported a position in MSTR in Q1 2014 and has held it in 27 quarters since. The position peaked at $17.2M in Q1 2021. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • CI Investments Inc held 2,108 shares of Strategy Inc worth $263K as of Q1 2026.
  • CI Investments Inc sold 104 Strategy Inc shares in Q1 2026, an estimated $14.9K.
  • Strategy Inc made up ﹤0.01% of CI Investments Inc's portfolio in Q1 2026, its #567 holding.
  • CI Investments Inc first reported a position in Strategy Inc in Q1 2014 and has held it in 27 quarters since.
  • CI Investments Inc's Strategy Inc position peaked at $17.2M in Q1 2021.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on CI Investments Inc's 13F filing for Q1 2026, filed 13 May 2026.