Mackenzie Financial
MSTR icon

Mackenzie Financial’s Strategy Inc MSTR Stock Holding History

Mackenzie Financial’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 		$2.52M Buy
29,036
+5,047
+21% +$733K ﹤0.01% 995
2026
Q1 		$2.99M Buy
23,989
+3,068
+15% +$439K ﹤0.01% 827
2025
Q4 		$3.25M Sell
20,921
-1,734
-8% -$399K ﹤0.01% 732
2025
Q3 		$7.3M Buy
22,655
+2,357
+12% +$874K 0.01% 562
2025
Q2 		$8.21M Buy
20,298
+2,600
+15% +$947K 0.01% 512
2025
Q1 		$5.1M Buy
17,698
+4,238
+31% +$1.35M 0.01% 576
2024
Q4 		$3.9M Buy
13,460
+5,639
+72% +$1.7M 0.01% 618
2024
Q3 		$1.32M Sell
7,821
-9,229
-54% -$1.32M ﹤0.01% 808
2024
Q2 		$2.35M Buy
17,050
+8,010
+89% +$1.15M ﹤0.01% 695
2024
Q1 		$1.54M Buy
9,040
+2,080
+30% +$190K ﹤0.01% 792
2023
Q4 		$440K Buy
+6,960
New +$330K ﹤0.01% 1034
2023
Q3 		– Sell
-6,960
Closed -$263K – 1543
2023
Q2 		$263K Buy
+6,960
New +$211K ﹤0.01% 1217
2018
Q4 		– Sell
-215,000
Closed -$3.02M – 1200
2018
Q3 		$3.02M Buy
+215,000
New +$3.02M 0.01% 583

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mackenzie Financial's MSTR Position: Q2 2026 in Review

Mackenzie Financial increased its Strategy Inc (MSTR) stake by 21% in Q2 2026, buying an estimated $733K and bringing the position to 29,036 shares worth $2.52M. The position accounts for ﹤0.01% of the portfolio, ranked #995.

Mackenzie Financial first reported a position in MSTR in Q3 2018 and has held it in 13 quarters since. The position peaked at $8.21M in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Mackenzie Financial held 29,036 shares of Strategy Inc worth $2.52M as of Q2 2026.
  • Mackenzie Financial bought 5,047 Strategy Inc shares in Q2 2026, an estimated $733K.
  • Strategy Inc made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #995 holding.
  • Mackenzie Financial first reported a position in Strategy Inc in Q3 2018 and has held it in 13 quarters since.
  • Mackenzie Financial's Strategy Inc position peaked at $8.21M in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.