GLA
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Great Lakes Advisors’s Strategy Inc MSTR Stock Holding History

Great Lakes Advisors’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 		$280K Sell
2,245
-1,498
-40% -$214K ﹤0.01% 707
2025
Q4 		$569K Sell
3,743
-609
-14% -$140K ﹤0.01% 588
2025
Q3 		$1.4M Sell
4,352
-3,940
-48% -$1.46M 0.01% 491
2025
Q2 		$3.35M Buy
8,292
+3,884
+88% +$1.41M 0.03% 370
2025
Q1 		$1.27M Sell
4,408
-456
-9% -$145K 0.01% 489
2024
Q4 		$1.41M Sell
4,864
-28
-0.6% -$8.43K 0.01% 530
2024
Q3 		$825K Buy
4,892
+62
+1% +$8.86K 0.01% 599
2024
Q2 		$665K Buy
4,830
+700
+17% +$101K 0.01% 616
2024
Q1 		$704K Buy
+4,130
New +$377K 0.01% 576
2019
Q1 		– Sell
-337,080
Closed -$4.31M – 603
2018
Q4 		$4.31M Buy
+337,080
New +$4.27M 0.1% 215

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 $5.72T 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 $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return