CIBC World Market
MSTR icon

CIBC World Market’s Strategy Inc MSTR Stock Holding History

CIBC World Market’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 		$2.59M Sell
20,727
-6,957
-25% -$995K ﹤0.01% 703
2025
Q4 		$4.21M Sell
27,684
-13,242
-32% -$3.05M 0.01% 608
2025
Q3 		$13.2M Buy
40,926
+6,912
+20% +$2.56M 0.03% 348
2025
Q2 		$13.7M Buy
34,014
+24,036
+241% +$8.76M 0.03% 315
2025
Q1 		$2.88M Sell
9,978
-1,755
-15% -$557K 0.01% 632
2024
Q4 		$3.4M Buy
11,733
+551
+5% +$166K 0.01% 608
2024
Q3 		$1.89M Sell
11,182
-1,058
-9% -$151K ﹤0.01% 689
2024
Q2 		$1.69M Sell
12,240
-4,900
-29% -$706K ﹤0.01% 680
2024
Q1 		$2.92M Sell
17,140
-39,980
-70% -$3.65M 0.01% 570
2023
Q4 		$3.61M Buy
+57,120
New +$2.71M 0.01% 482
2021
Q3 		– Sell
-4,470
Closed -$297K – 1406
2021
Q2 		$297K Sell
4,470
-380
-8% -$22.5K ﹤0.01% 1149
2021
Q1 		$329K Buy
+4,850
New +$343K ﹤0.01% 1072

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
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 $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