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
Search
Sign in
Sign up
Sumitomo Mitsui Trust Group’s
Strategy Inc
MSTR
Stock Holding History
Sumitomo Mitsui Trust 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
$74.8M
Sell
599,333
-7,296
-1%
-$1.04M
0.05%
339
2025
Q4
$92.2M
Sell
606,629
-17,352
-3%
-$3.99M
0.05%
303
2025
Q3
$201M
Buy
623,981
+35,443
+6%
+$13.1M
0.12%
162
2025
Q2
$238M
Buy
588,538
+59,688
+11%
+$21.7M
0.15%
144
2025
Q1
$152M
Buy
528,850
+113,752
+27%
+$36.1M
0.11%
191
2024
Q4
$120M
Buy
415,098
+71,934
+21%
+$21.6M
0.08%
234
2024
Q3
$57.9M
Buy
343,164
+51,594
+18%
+$7.38M
0.04%
413
2024
Q2
$40.2M
Buy
+291,570
New
+$42M
0.03%
483
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
Sign up
Sign in
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
Theme
Close