Mercer Global Advisors’s Strategy Inc MSTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$7.89M Buy
63,273
+1,249
+2% +$179K 0.01% 591
2025
Q4
$9.32M Buy
62,024
+3,240
+6% +$746K 0.01% 509
2025
Q3
$18.9M Buy
+58,784
New +$21.8M 0.03% 325
2025
Q2
Sell
-45,828
Closed -$16.7M 2337
2025
Q1
$13.2M Sell
45,828
-2,098
-4% -$666K 0.03% 300
2024
Q4
$13.9M Buy
47,926
+5,464
+13% +$1.64M 0.03% 288
2024
Q3
$8.29M Buy
42,462
+30,842
+265% +$4.41M 0.02% 362
2024
Q2
$1.6M Sell
11,620
-1,500
-11% -$216K ﹤0.01% 780
2024
Q1
$7.13M Buy
13,120
+4,090
+45% +$373K 0.02% 377
2023
Q4
$570K Sell
9,030
-5,900
-40% -$280K ﹤0.01% 1243
2023
Q3
$490K Sell
14,930
-700
-4% -$26.4K ﹤0.01% 1262
2023
Q2
$535K Buy
+15,630
New +$474K ﹤0.01% 1201
2021
Q4
Sell
-3,520
Closed -$204K 1837
2021
Q3
$204K Buy
+3,520
New +$226K ﹤0.01% 1611

Other funds holding MSTR