Turim 21 Investimentos’s Strategy Inc MSTR Stock Holding History

Turim 21 Investimentos’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 Q2	–	Sell	-11,000	Closed	-$3.17M	–	85
2025 Q1	$3.17M	Buy	11,000 +3,760	+52%	+$1.19M	0.85%	17
2024 Q4	$2.42M	Sell	7,240 -350	-5%	-$105K	0.63%	13
2024 Q3	$1.28M	Hold	7,590	–	–	0.35%	16
2024 Q2	$1.05M	Hold	7,590	–	–	0.27%	16
2024 Q1	$1.29M	Buy	7,590 +4,260	+128%	+$388K	0.33%	14
2023 Q4	$210K	Buy	3,330 +2,980	+851%	+$141K	0.07%	27
2023 Q3	$11.5K	Hold	350	–	–	0.01%	61
2023 Q2	$12K	Hold	350	–	–	0.01%	64
2023 Q1	$10.2K	Hold	350	–	–	0.01%	52
2022 Q4	$4.96K	Hold	350	–	–	﹤0.01%	63
2022 Q3	$7K	Hold	350	–	–	0.01%	74
2022 Q2	$6K	Hold	350	–	–	0.01%	87
2022 Q1	$17K	Buy	+350	New	+$15.2K	0.01%	96

Other funds holding MSTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors

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

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

Clear Street New York $17.8B AUM 56.26% 1-Year Est. Return

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

Cantor Fitzgerald New York $2.76B AUM 29.01% 1-Year Est. Return

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return