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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
2025
Q2 		– Sell
-500
Closed -$1.69M – 409
2025
Q1 		$1.69M Buy
+500
New +$159K 0.06% 116

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Itau Unibanco Holding S.A.'s MSTR Position: Q1 2026 in Review

Itau Unibanco Holding S.A. reduced its Strategy Inc (MSTR) stake by 75% in Q1 2026, selling an estimated $28K and leaving 66 shares worth $8.24K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Itau Unibanco Holding S.A. first reported a position in MSTR in Q4 2016 and has held it in 6 quarters since. The position peaked at $14.4M in Q1 2025. 940 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Itau Unibanco Holding S.A. held 66 shares of Strategy Inc worth $8.24K as of Q1 2026.
  • Itau Unibanco Holding S.A. sold 196 Strategy Inc shares in Q1 2026, an estimated $28K.
  • Strategy Inc made up ﹤0.01% of Itau Unibanco Holding S.A.'s portfolio in Q1 2026, its #314 holding.
  • Itau Unibanco Holding S.A. first reported a position in Strategy Inc in Q4 2016 and has held it in 6 quarters since.
  • Itau Unibanco Holding S.A.'s Strategy Inc position peaked at $14.4M in Q1 2025.
  • 940 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q1 2026, filed 14 May 2026.