Mercer Global Advisors
MSTR icon

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
Q2 		$4.55M Sell
52,314
-10,959
-17% -$1.59M 0.01% 925
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 – 2335
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
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

Mercer Global Advisors's MSTR Position: Q2 2026 in Review

Mercer Global Advisors reduced its Strategy Inc (MSTR) stake by 17% in Q2 2026, selling an estimated $1.59M and leaving 52,314 shares worth $4.55M. The position accounts for 0.01% of the portfolio, ranked #925.

Mercer Global Advisors first reported a position in MSTR in Q3 2021 and has held it in 13 quarters since. The position peaked at $18.9M in Q3 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Mercer Global Advisors held 52,314 shares of Strategy Inc worth $4.55M as of Q2 2026.
  • Mercer Global Advisors sold 10,959 Strategy Inc shares in Q2 2026, an estimated $1.59M.
  • Strategy Inc made up 0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #925 holding.
  • Mercer Global Advisors first reported a position in Strategy Inc in Q3 2021 and has held it in 13 quarters since.
  • Mercer Global Advisors's Strategy Inc position peaked at $18.9M in Q3 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.