URS
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Utah Retirement Systems’s Strategy Inc MSTR Stock Holding History

Utah Retirement Systems’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 		$3.91M Buy
31,367
+2,360
+8% +$337K 0.04% 384
2025
Q4 		$4.41M Buy
29,007
+148
+0.5% +$34.1K 0.04% 355
2025
Q3 		$9.3M Buy
28,859
+2,755
+11% +$1.02M 0.09% 204
2025
Q2 		$10.6M Buy
26,104
+817
+3% +$298K 0.11% 177
2025
Q1 		$7.29M Buy
25,287
+16,387
+184% +$5.2M 0.08% 226
2024
Q4 		$2.58M Buy
8,900
+500
+6% +$150K 0.03% 486
2024
Q3 		$1.42M Buy
8,400
+100
+1% +$14.3K 0.02% 656
2024
Q2 		$1.14M Buy
+8,300
New +$1.2M 0.01% 689

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