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
Q2 		$1.07M Buy
12,360
+10,252
+486% +$1.49M ﹤0.01% 540
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 $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

CI Investments Inc's MSTR Position: Q2 2026 in Review

CI Investments Inc increased its Strategy Inc (MSTR) stake by 486% in Q2 2026, buying an estimated $1.49M and bringing the position to 12,360 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #540.

CI Investments Inc first reported a position in MSTR in Q1 2014 and has held it in 28 quarters since. The position peaked at $17.2M in Q1 2021. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • CI Investments Inc held 12,360 shares of Strategy Inc worth $1.07M as of Q2 2026.
  • CI Investments Inc bought 10,252 Strategy Inc shares in Q2 2026, an estimated $1.49M.
  • Strategy Inc made up ﹤0.01% of CI Investments Inc's portfolio in Q2 2026, its #540 holding.
  • CI Investments Inc first reported a position in Strategy Inc in Q1 2014 and has held it in 28 quarters since.
  • CI Investments Inc's Strategy Inc position peaked at $17.2M in Q1 2021.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on CI Investments Inc's 13F filing for Q2 2026, filed 13 Aug 2026.