Belpointe Asset Management
MSTR icon

Belpointe Asset Management’s Strategy Inc MSTR Stock Holding History

Belpointe Asset Management’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
Q3 		$258K Buy
+1,684
New +$195K 0.01% 985
2026
Q2 		– Sell
-1,960
Closed -$245K – 1193
2026
Q1 		$245K Sell
1,960
-620
-24% -$88.6K 0.01% 930
2025
Q4 		$392K Sell
2,580
-314
-11% -$72.3K 0.01% 737
2025
Q3 		$932K Buy
2,894
+320
+12% +$119K 0.04% 432
2025
Q2 		$1.04M Buy
2,574
+156
+6% +$56.8K 0.04% 346
2025
Q1 		$697K Buy
+2,418
New +$768K 0.04% 448
2023
Q2 		– Sell
-100
Closed -$2.92K – 2289
2023
Q1 		$2.92K Hold
100
– – ﹤0.01% 3205
2022
Q4 		$1.42K Buy
+100
New +$2.04K ﹤0.01% 3363

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Belpointe Asset Management's MSTR Position: Q3 2026 in Review

Belpointe Asset Management opened a new position in Strategy Inc (MSTR) in Q3 2026: 1,684 shares worth $258K. The stake represents 0.01% of the portfolio and ranks #985 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in MSTR as recently as Q1 2026.

Belpointe Asset Management first reported a position in MSTR in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.04M in Q2 2025. 733 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • Belpointe Asset Management held 1,684 shares of Strategy Inc worth $258K as of Q3 2026.
  • Strategy Inc was a new Belpointe Asset Management position in Q3 2026.
  • Strategy Inc made up 0.01% of Belpointe Asset Management's portfolio in Q3 2026, its #985 holding.
  • Belpointe Asset Management first reported a position in Strategy Inc in Q4 2022 and has held it in 8 quarters since.
  • Belpointe Asset Management's Strategy Inc position peaked at $1.04M in Q2 2025.
  • 733 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.