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
2025
Q3 		– Sell
-45,050
Closed -$18.2M – 2704
2025
Q2 		$18.2M Buy
+45,050
New +$16.4M 0.04% 263

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mercer Global Advisors's MSTR Position: Q1 2026 in Review

Mercer Global Advisors increased its Strategy Inc (MSTR) stake by 2% in Q1 2026, buying an estimated $179K and bringing the position to 63,273 shares worth $7.89M. The position accounts for 0.01% of the portfolio, ranked #591.

Mercer Global Advisors first reported a position in MSTR in Q3 2021 and has held it in 12 quarters since. The position peaked at $18.9M in Q3 2025. 938 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Mercer Global Advisors held 63,273 shares of Strategy Inc worth $7.89M as of Q1 2026.
  • Mercer Global Advisors bought 1,249 Strategy Inc shares in Q1 2026, an estimated $179K.
  • Strategy Inc made up 0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #591 holding.
  • Mercer Global Advisors first reported a position in Strategy Inc in Q3 2021 and has held it in 12 quarters since.
  • Mercer Global Advisors's Strategy Inc position peaked at $18.9M in Q3 2025.
  • 938 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.