B
MSTR icon

Bellecapital’s Strategy Inc MSTR Stock Holding History

Bellecapital’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 		– Sell
-9,045
Closed -$1.37M – 136
2025
Q4 		$1.37M Buy
9,045
+5,805
+179% +$1.34M 0.24% 51
2025
Q3 		$1.04M Buy
3,240
+332
+11% +$123K 0.17% 59
2025
Q2 		$1.18M Buy
2,908
+267
+10% +$97.3K 0.21% 56
2025
Q1 		$761K Hold
2,641
– – 0.15% 65
2024
Q4 		$765K Sell
2,641
-6,529
-71% -$1.96M 0.14% 68
2024
Q3 		$1.55M Buy
9,170
+1,680
+22% +$240K 0.31% 57
2024
Q2 		$1.03M Sell
7,490
-910
-11% -$131K 0.22% 65
2024
Q1 		$1.43M Buy
+8,400
New +$766K 0.32% 54
2022
Q3 		– Sell
-29,330
Closed -$482K – 200
2022
Q2 		$482K Buy
+29,330
New +$848K 0.13% 112

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VPM
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VCM
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Morgan Stanley
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Invesco
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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