Itau Unibanco Holding S.A.’s Strategy Inc MSTR Stock Holding History

Itau Unibanco Holding S.A.’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 Q2	–	Sell	-66	Closed	-$8.24K	–	458
2026 Q1	$8.24K	Sell	66 -196	-75%	-$28K	﹤0.01%	314
2025 Q4	$39.8K	Buy	+262	New	+$60.3K	﹤0.01%	259
2025 Q2	–	Sell	-50,000	Closed	-$14.4M	–	408
2025 Q1	$14.4M	Buy	+50,000	New	+$15.9M	0.54%	40
2024 Q4	–	Sell	-22,000	Closed	-$3.71M	–	410
2024 Q3	$3.71M	Buy	+22,000	New	+$3.15M	0.12%	77
2020 Q1	–	Sell	-930	Closed	-$13K	–	689
2019 Q4	$13K	Buy	+930	New	+$13.8K	﹤0.01%	838
2017 Q1	–	Sell	-300	Closed	-$6K	–	771
2016 Q4	$6K	Buy	+300	New	+$5.67K	﹤0.01%	335

Other funds holding MSTR

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Itau Unibanco Holding S.A.'s MSTR Position: Q2 2026 in Review

Itau Unibanco Holding S.A. sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 66 shares — an estimated $8.24K sold.

Itau Unibanco Holding S.A. first reported a position in MSTR in Q4 2016 and held it in 6 quarters. The position peaked at $14.4M in Q1 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Itau Unibanco Holding S.A. reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 66 Strategy Inc shares in Q2 2026, an estimated $8.24K.
Itau Unibanco Holding S.A. first reported a position in Strategy Inc in Q4 2016 and held it in 6 quarters.
Itau Unibanco Holding S.A.'s Strategy Inc position peaked at $14.4M in Q1 2025.
851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q2 2026, filed 14 Aug 2026.