CIBC Private Wealth Group’s Strategy Inc MSTR Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$1.87M	Buy	12,334 +394	+3%	+$90.7K	﹤0.01%	584
2025 Q3	$3.85M	Sell	11,940 -2,240	-16%	-$831K	0.01%	470
2025 Q2	$5.73M	Sell	14,180 -14	-0.1%	-$5.1K	0.01%	408
2025 Q1	$3.38M	Sell	14,194 -1,292	-8%	-$410K	0.01%	458
2024 Q4	$5.14M	Buy	15,486 +10,397	+204%	+$3.13M	0.01%	418
2024 Q3	$858K	Sell	5,089 -22,991	-82%	-$3.29M	﹤0.01%	723
2024 Q2	$3.62M	Buy	28,080 +2,830	+11%	+$408K	0.01%	452
2024 Q1	$4.13M	Sell	25,250 -1,110	-4%	-$101K	0.01%	433
2023 Q4	$1.66M	Buy	26,360 +5,000	+23%	+$237K	﹤0.01%	538
2023 Q3	$701K	Buy	+21,360	New	+$804K	﹤0.01%	676

Other funds holding MSTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIBC Private Wealth Group's MSTR Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Strategy Inc (MSTR) stake by 3.3% in Q4 2025, buying an estimated $90.7K and bringing the position to 12,334 shares worth $1.87M. The position accounts for ﹤0.01% of the portfolio, ranked #584.

CIBC Private Wealth Group first reported a position in MSTR in Q3 2023 and has held it in 10 quarters since. The position peaked at $5.73M in Q2 2025. 978 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

CIBC Private Wealth Group held 12,334 shares of Strategy Inc worth $1.87M as of Q4 2025.
CIBC Private Wealth Group bought 394 Strategy Inc shares in Q4 2025, an estimated $90.7K.
Strategy Inc made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #584 holding.
CIBC Private Wealth Group first reported a position in Strategy Inc in Q3 2023 and has held it in 10 quarters since.
CIBC Private Wealth Group's Strategy Inc position peaked at $5.73M in Q2 2025.
978 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.