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Mercer Global Advisors’s
Strategy Inc
MSTR
Stock Holding History
Mercer Global Advisors’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
$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
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
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
VCM
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
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
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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