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Bell Investment Advisors’s Strategy Inc MSTR Stock Holding History

Bell Investment Advisors’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 		$1.04K Sell
12
-40
-77% -$5.81K ﹤0.01% 1523
2026
Q1 		$6.49K Sell
52
-6
-10% -$858 ﹤0.01% 851
2025
Q4 		$8.81K Buy
58
+28
+93% +$6.45K ﹤0.01% 740
2025
Q3 		$9.67K Sell
30
-15
-33% -$5.57K ﹤0.01% 653
2025
Q2 		$18.2K Buy
45
+2
+5% +$729 ﹤0.01% 454
2025
Q1 		$12.4K Buy
43
+12
+39% +$3.81K ﹤0.01% 523
2024
Q4 		$8.98K Buy
31
+10
+48% +$3.01K ﹤0.01% 647
2024
Q3 		$3.54K Buy
21
+1
+5% +$143 ﹤0.01% 1098
2024
Q2 		$2.75K Hold
20
– – ﹤0.01% 1220
2024
Q1 		$3.41K Buy
20
+10
+100% +$912 ﹤0.01% 1113
2023
Q4 		$632 Buy
+10
New +$474 ﹤0.01% 1733
2023
Q3 		– Sell
-20
Closed -$685 – 1972
2023
Q2 		$685 Hold
20
– – ﹤0.01% 1700
2023
Q1 		$585 Hold
20
– – ﹤0.01% 1754
2022
Q4 		$283 Buy
+20
New +$409 ﹤0.01% 1926
2022
Q3 		– Sell
-20
Closed – – 1871
2022
Q2 		$0 Buy
+20
New +$578 ﹤0.01% 1792
2021
Q4 		$1K Hold
10
– – ﹤0.01% 1519
2021
Q3 		$1K Buy
+10
New +$641 ﹤0.01% 1468

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

Bell Investment Advisors's MSTR Position: Q2 2026 in Review

Bell Investment Advisors reduced its Strategy Inc (MSTR) stake by 77% in Q2 2026, selling an estimated $5.81K and leaving 12 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1523.

Bell Investment Advisors first reported a position in MSTR in Q3 2021 and has held it in 17 quarters since. The position peaked at $18.2K in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Bell Investment Advisors held 12 shares of Strategy Inc worth $1.04K as of Q2 2026.
  • Bell Investment Advisors sold 40 Strategy Inc shares in Q2 2026, an estimated $5.81K.
  • Strategy Inc made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1523 holding.
  • Bell Investment Advisors first reported a position in Strategy Inc in Q3 2021 and has held it in 17 quarters since.
  • Bell Investment Advisors's Strategy Inc position peaked at $18.2K in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.