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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 – 135
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

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Bellecapital's MSTR Position: Q1 2026 in Review

Bellecapital sold out of Strategy Inc (MSTR) in Q1 2026, closing a stake of 9,045 shares — an estimated $1.37M sold.

Bellecapital first reported a position in MSTR in Q2 2022 and held it in 9 quarters. The position peaked at $1.55M in Q3 2024. 942 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Bellecapital reported no remaining Strategy Inc position as of Q1 2026 after selling out during the quarter.
  • Bellecapital sold 9,045 Strategy Inc shares in Q1 2026, an estimated $1.37M.
  • Bellecapital first reported a position in Strategy Inc in Q2 2022 and held it in 9 quarters.
  • Bellecapital's Strategy Inc position peaked at $1.55M in Q3 2024.
  • 942 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Bellecapital's 13F filing for Q1 2026, filed 17 Apr 2026.