Marathon Trading Investment Management’s Strategy Inc MSTR Stock Holding History

Marathon Trading Investment 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	$14M	Sell	112,052 -252,171	-69%	-$36M	4.15%	22
2025 Q4	$55.3M	Buy	364,223 +355,843	+4,246%	+$81.9M	6.61%	16
2025 Q3	$2.7M	Sell	8,380 -4,986	-37%	-$1.85M	1.14%	72
2025 Q2	$5.4M	Buy	13,366 +8,555	+178%	+$3.12M	3.24%	31
2025 Q1	$1.39M	Sell	4,811 -416,456	-99%	-$132M	0.74%	73
2024 Q4	$122M	Buy	421,267 +347,197	+469%	+$104M	20.3%	1
2024 Q3	$12.5M	Buy	74,070 +73,700	+19,919%	+$10.5M	5.82%	22
2024 Q2	$51K	Buy	+370	New	+$53.3K	0.01%	248
2024 Q1	–	Hold	0	–	–	–	458

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