Jefferies Financial Group’s Strategy Inc MSTR Stock Holding History

Jefferies Financial Group’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	$17.6M	Sell	140,751 -9,747	-6%	-$1.39M	0.21%	140
2025 Q4	$22.9M	Sell	150,498 -12,760	-8%	-$2.94M	0.19%	174
2025 Q3	$52.6M	Buy	163,258 +144,906	+790%	+$53.8M	0.48%	60
2025 Q2	$7.42M	Sell	18,352 -318	-2%	-$116K	0.12%	218
2025 Q1	$5.38M	Buy	18,670 +5,351	+40%	+$1.7M	0.09%	276
2024 Q4	$3.86M	Buy	+13,319	New	+$4.01M	0.04%	444
2024 Q3	–	Sell	-26,000	Closed	-$3.72M	–	1662
2024 Q2	$3.58M	Sell	26,000 -108,450	-81%	-$15.6M	0.07%	388
2024 Q1	$22.9M	Buy	134,450 +132,180	+5,823%	+$12.1M	0.46%	75
2023 Q4	$143K	Buy	2,270 +2,070	+1,035%	+$98.1K	﹤0.01%	1507
2023 Q3	$6.57K	Buy	+200	New	+$7.53K	﹤0.01%	1551
2023 Q2	–	Hold	0	–	–	–	1929
2023 Q1	–	Hold	0	–	–	–	1883

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

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return