TD Waterhouse Canada’s Strategy Inc MSTR Stock Holding History

TD Waterhouse Canada’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	$79.4K	Buy	648 +164	+34%	+$23.4K	﹤0.01%	1252
2025 Q4	$73.5K	Sell	484 -6	-1%	-$1.38K	﹤0.01%	1109
2025 Q3	$166K	Hold	490	–	–	﹤0.01%	914
2025 Q2	$183K	Sell	490 -153	-24%	-$55.7K	﹤0.01%	840
2025 Q1	$197K	Buy	643 +118	+22%	+$37.5K	﹤0.01%	801
2024 Q4	$152K	Sell	525 -65	-11%	-$19.6K	﹤0.01%	848
2024 Q3	$95.9K	Sell	590 -3,720	-86%	-$532K	﹤0.01%	892
2024 Q2	$589K	Buy	4,310 +3,020	+234%	+$435K	0.01%	571
2024 Q1	$204K	Buy	1,290 +290	+29%	+$26.4K	﹤0.01%	766
2023 Q4	$65.5K	Hold	1,000	–	–	﹤0.01%	897
2023 Q3	$32.9K	Buy	+1,000	New	+$37.7K	﹤0.01%	1005

Other funds holding MSTR

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Waterhouse Canada's MSTR Position: Q1 2026 in Review

TD Waterhouse Canada increased its Strategy Inc (MSTR) stake by 34% in Q1 2026, buying an estimated $23.4K and bringing the position to 648 shares worth $79.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1252.

TD Waterhouse Canada first reported a position in MSTR in Q3 2023 and has held it in 11 quarters since. The position peaked at $589K in Q2 2024. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

TD Waterhouse Canada held 648 shares of Strategy Inc worth $79.4K as of Q1 2026.
TD Waterhouse Canada bought 164 Strategy Inc shares in Q1 2026, an estimated $23.4K.
Strategy Inc made up ﹤0.01% of TD Waterhouse Canada's portfolio in Q1 2026, its #1252 holding.
TD Waterhouse Canada first reported a position in Strategy Inc in Q3 2023 and has held it in 11 quarters since.
TD Waterhouse Canada's Strategy Inc position peaked at $589K in Q2 2024.
937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on TD Waterhouse Canada's 13F filing for Q1 2026, filed 12 May 2026.