SAG
MSTR icon

Susquehanna Advisors Group’s Strategy Inc MSTR Stock Holding History

Susquehanna Advisors 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
Q2 		$52.2M Hold
600,000
– – 0.91% 37
2026
Q1 		$74.9M Hold
600,000
– – 2.46% 18
2025
Q4 		$91.2M Sell
600,000
-65,800
-10% -$15.1M 1.51% 29
2025
Q3 		$215M Hold
665,800
– – 3.29% 4
2025
Q2 		$269M Hold
665,800
– – 7.29% 3
2025
Q1 		$192M Buy
+665,800
New +$211M 7.85% 4

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