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 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Belpointe Asset Management's MSTR Position: Q2 2026 in Review

Belpointe Asset Management sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 1,960 shares — an estimated $245K sold.

Belpointe Asset Management first reported a position in MSTR in Q4 2022 and held it in 7 quarters. The position peaked at $1.04M in Q2 2025. 309 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Belpointe Asset Management reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
Belpointe Asset Management sold 1,960 Strategy Inc shares in Q2 2026, an estimated $245K.
Belpointe Asset Management first reported a position in Strategy Inc in Q4 2022 and held it in 7 quarters.
Belpointe Asset Management's Strategy Inc position peaked at $1.04M in Q2 2025.
309 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.