CX Institutional
MSTR icon

CX Institutional’s Strategy Inc MSTR Stock Holding History

CX Institutional’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
Q3 		$446K Buy
2,911
+595
+26% +$68.8K 0.01% 502
2026
Q2 		$201K Buy
2,316
+1,024
+79% +$149K 0.01% 740
2026
Q1 		$161K Buy
1,292
+752
+139% +$108K ﹤0.01% 774
2025
Q4 		$82K Buy
540
+145
+37% +$33.4K ﹤0.01% 887
2025
Q3 		$127K Buy
395
+113
+40% +$41.9K ﹤0.01% 789
2025
Q2 		$114K Sell
282
-9
-3% -$3.28K ﹤0.01% 746
2025
Q1 		$84K Buy
+291
New +$92.4K ﹤0.01% 773
2022
Q3 		– Sell
-100
Closed -$2K – 892
2022
Q2 		$2K Buy
+100
New +$2.89K ﹤0.01% 1102

Other funds holding MSTR

Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
ShariaPortfolio
ShariaPortfolio Lake Mary, Florida $284M AUM 32.6% 1-Year Est. Return
Strong Tower Advisory Services
Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

CX Institutional's MSTR Position: Q3 2026 in Review

CX Institutional increased its Strategy Inc (MSTR) stake by 26% in Q3 2026, buying an estimated $68.8K and bringing the position to 2,911 shares worth $446K. The position accounts for 0.01% of the portfolio, ranked #502.

CX Institutional first reported a position in MSTR in Q2 2022 and has held it in 8 quarters since. 286 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • CX Institutional held 2,911 shares of Strategy Inc worth $446K as of Q3 2026.
  • CX Institutional bought 595 Strategy Inc shares in Q3 2026, an estimated $68.8K.
  • Strategy Inc made up 0.01% of CX Institutional's portfolio in Q3 2026, its #502 holding.
  • CX Institutional first reported a position in Strategy Inc in Q2 2022 and has held it in 8 quarters since.
  • 286 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.