Belvedere Trading’s Strategy Inc MSTR Stock Holding History

Belvedere Trading’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	$38.8M	Buy	310,773 +145,079	+88%	+$20.7M	0.05%	41
2025 Q4	$25.2M	Buy	165,694 +77,045	+87%	+$17.7M	0.03%	46
2025 Q3	$28.6M	Sell	88,649 -850,502	-91%	-$316M	0.03%	42
2025 Q2	$380M	Buy	939,151 +42,379	+5%	+$15.4M	0.44%	26
2025 Q1	$259M	Buy	896,772 +613,507	+217%	+$195M	0.29%	25
2024 Q4	$82M	Buy	283,265 +272,973	+2,652%	+$82.1M	0.1%	33
2024 Q3	$1.74M	Sell	10,292 -54,568	-84%	-$7.8M	﹤0.01%	84
2024 Q2	$8.93M	Buy	+64,860	New	+$9.35M	0.01%	41
2024 Q1	–	Sell	-33,480	Closed	-$3.05M	–	859
2023 Q4	$2.11M	Sell	33,480 -4,510	-12%	-$214K	﹤0.01%	55
2023 Q3	$1.25M	Buy	37,990 +23,380	+160%	+$880K	﹤0.01%	69
2023 Q2	$500K	Sell	14,610 -18,180	-55%	-$551K	﹤0.01%	140
2023 Q1	$959K	Buy	+32,790	New	+$800K	﹤0.01%	76
2022 Q4	–	Sell	-5,470	Closed	-$112K	–	1180
2022 Q3	$147K	Buy	+5,470	New	+$137K	﹤0.01%	164

Other funds holding MSTR

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Belvedere Trading's MSTR Position: Q1 2026 in Review

Belvedere Trading increased its Strategy Inc (MSTR) stake by 88% in Q1 2026, buying an estimated $20.7M and bringing the position to 310,773 shares worth $38.8M. The position accounts for 0.05% of the portfolio, ranked #41.

Belvedere Trading first reported a position in MSTR in Q3 2022 and has held it in 13 quarters since. The position peaked at $380M in Q2 2025. 938 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

Belvedere Trading held 310,773 shares of Strategy Inc worth $38.8M as of Q1 2026.
Belvedere Trading bought 145,079 Strategy Inc shares in Q1 2026, an estimated $20.7M.
Strategy Inc made up 0.05% of Belvedere Trading's portfolio in Q1 2026, its #41 holding.
Belvedere Trading first reported a position in Strategy Inc in Q3 2022 and has held it in 13 quarters since.
Belvedere Trading's Strategy Inc position peaked at $380M in Q2 2025.
938 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Belvedere Trading's 13F filing for Q1 2026, filed 12 May 2026.