Whittier Trust’s Strategy Inc MSTR Stock Holding History

Whittier Trust’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	$38.3K	Buy	300 +278	+1,264%	+$39.7K	﹤0.01%	882
2025 Q4	$3.48K	Hold	22	–	–	﹤0.01%	1256
2025 Q3	$7.74K	Buy	+22	New	+$8.16K	﹤0.01%	1166
2025 Q1	–	Sell	-1,850	Closed	-$536K	–	1549
2024 Q4	$536K	Sell	1,850 -40	-2%	-$12K	0.01%	482
2024 Q3	$319K	Buy	1,890 +40	+2%	+$5.72K	﹤0.01%	583
2024 Q2	$255K	Hold	1,850	–	–	﹤0.01%	606
2024 Q1	$315K	Sell	1,850 -8,150	-82%	-$743K	﹤0.01%	565
2023 Q4	$632K	Hold	10,000	–	–	0.01%	433
2023 Q3	$328K	Buy	+10,000	New	+$377K	0.01%	545

Other funds holding MSTR

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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