Franklin Resources
MSTR icon

Franklin Resources’s Strategy Inc MSTR Stock Holding History

Franklin Resources’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 		$2.52M Sell
20,227
-30,873
-60% -$4.41M ﹤0.01% 1824
2025
Q4 		$7.76M Buy
51,100
+3,895
+8% +$897K ﹤0.01% 1241
2025
Q3 		$15.2M Buy
47,205
+16,776
+55% +$6.22M ﹤0.01% 1035
2025
Q2 		$12.3M Buy
30,429
+12,822
+73% +$4.67M ﹤0.01% 1068
2025
Q1 		$5.08M Buy
17,607
+3,716
+27% +$1.18M ﹤0.01% 1342
2024
Q4 		$4.02M Buy
13,891
+9,643
+227% +$2.9M ﹤0.01% 1444
2024
Q3 		$857K Sell
4,248
-36,882
-90% -$5.27M ﹤0.01% 2053
2024
Q2 		$5.67M Sell
41,130
-163,280
-80% -$23.5M ﹤0.01% 1271
2024
Q1 		$34.8M Buy
204,410
+189,570
+1,277% +$17.3M 0.01% 692
2023
Q4 		$937K Buy
14,840
+1,640
+12% +$77.7K ﹤0.01% 1674
2023
Q3 		$433K Buy
13,200
+4,200
+47% +$158K ﹤0.01% 1993
2023
Q2 		$308K Buy
+9,000
New +$273K ﹤0.01% 2198
2022
Q1 		– Sell
-4,920
Closed -$268K – 2497
2021
Q4 		$268K Sell
4,920
-1,470
-23% -$101K ﹤0.01% 2135
2021
Q3 		$370K Buy
6,390
+940
+17% +$60.3K ﹤0.01% 2002
2021
Q2 		$362K Buy
5,450
+480
+10% +$28.4K ﹤0.01% 1672
2021
Q1 		$337K Buy
+4,970
New +$351K ﹤0.01% 1675

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