Marex Group’s Strategy Inc MSTR Stock Holding History

Marex 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	$426M	Buy	3,411,673 +477,341	+16%	+$68.2M	4.42%	4
2025 Q4	$446M	Buy	2,934,332 +851,483	+41%	+$196M	4.83%	3
2025 Q3	$671M	Buy	2,082,849 +202,704	+11%	+$75.2M	8.31%	1
2025 Q2	$760M	Buy	1,880,145 +203,347	+12%	+$74.1M	14.45%	2
2025 Q1	$483M	Buy	1,676,798 +716,213	+75%	+$227M	9.26%	1
2024 Q4	$278M	Sell	960,585 -583,242	-38%	-$176M	4.74%	4
2024 Q3	$260M	Buy	1,543,827 +1,518,007	+5,879%	+$217M	5.94%	1
2024 Q2	$3.56M	Sell	25,820 -525,120	-95%	-$75.7M	0.1%	118
2024 Q1	$93.9M	Buy	+550,940	New	+$50.2M	3.05%	6
2023 Q2	–	Sell	-7,570	Closed	-$221K	–	284
2023 Q1	$221K	Buy	+7,570	New	+$185K	0.03%	228

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