Schroder Investment Management Group
MSTR icon

Schroder Investment Management Group’s Strategy Inc MSTR Stock Holding History

Schroder Investment Management 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 		$9.47M Sell
75,905
-51,226
-40% -$7.32M 0.01% 677
2025
Q4 		$19.3M Buy
127,131
+8,653
+7% +$1.99M 0.01% 518
2025
Q3 		$38.2M Buy
118,478
+20,536
+21% +$7.62M 0.03% 374
2025
Q2 		$39.6M Buy
97,942
+38,737
+65% +$14.1M 0.03% 353
2025
Q1 		$17.1M Buy
59,205
+46,714
+374% +$14.8M 0.02% 544
2024
Q4 		$3.78M Buy
12,491
+1,030
+9% +$310K ﹤0.01% 825
2024
Q3 		$2.02M Buy
11,461
+8,231
+255% +$1.18M ﹤0.01% 939
2024
Q2 		$445K Buy
+3,230
New +$465K ﹤0.01% 1114
2014
Q4 		– Sell
-700
Closed -$9.16K – 1433
2014
Q3 		$9.16K Buy
+700
New +$9.74K ﹤0.01% 1391

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 $5.7T 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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
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