IHT Wealth Management’s Strategy Inc MSTR Stock Holding History

IHT Wealth Management’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	$3.41M	Sell	27,345 -5,012	-15%	-$716K	0.08%	246
2025 Q4	$4.92M	Buy	32,357 +1,788	+6%	+$412K	0.12%	175
2025 Q3	$9.85M	Buy	30,569 +1,821	+6%	+$676K	0.25%	89
2025 Q2	$11.6M	Sell	28,748 -2,872	-9%	-$1.05M	0.32%	73
2025 Q1	$9.12M	Buy	31,620 +8,148	+35%	+$2.59M	0.28%	77
2024 Q4	$6.8M	Sell	23,472 -4,251	-15%	-$1.28M	0.22%	92
2024 Q3	$4.66M	Buy	27,723 +16,313	+143%	+$2.33M	0.13%	157
2024 Q2	$1.57M	Buy	11,410 +1,920	+20%	+$277K	0.06%	317
2024 Q1	$1.62M	Buy	9,490 +1,330	+16%	+$121K	0.06%	307
2023 Q4	$515K	Hold	8,160	–	–	0.02%	589
2023 Q3	$268K	Buy	8,160 +260	+3%	+$9.79K	0.01%	778
2023 Q2	$271K	Sell	7,900 -200	-2%	-$6.06K	0.01%	761
2023 Q1	$237K	Buy	+8,100	New	+$198K	0.01%	780
2022 Q1	–	Sell	-4,230	Closed	-$230K	–	823
2021 Q4	$230K	Buy	4,230 +310	+8%	+$21.3K	0.02%	707
2021 Q3	$227K	Sell	3,920 -180	-4%	-$11.5K	0.02%	696
2021 Q2	$272K	Buy	4,100 +260	+7%	+$15.4K	0.02%	750
2021 Q1	$261K	Buy	+3,840	New	+$271K	0.02%	683

Other funds holding MSTR

Capital International Investors

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 $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