Belvedere Trading
MSTR icon

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 		$178M Sell
1,429,000
-554,200
-28% -$79.2M 0.21% 31
2025
Q4 		$301M Sell
1,983,200
-790,700
-29% -$182M 0.32% 30
2025
Q3 		$894M Buy
2,773,900
+24,700
+0.9% +$9.16M 1.03% 14
2025
Q2 		$1.11B Buy
2,749,200
+206,600
+8% +$75.3M 1.3% 13
2025
Q1 		$733M Buy
2,542,600
+1,562,300
+159% +$496M 0.83% 18
2024
Q4 		$284M Buy
980,300
+176,100
+22% +$53M 0.34% 21
2024
Q3 		$136M Sell
804,200
-445,800
-36% -$63.7M 0.18% 27
2024
Q2 		$172M Sell
1,250,000
-42,000
-3% -$6.05M 0.21% 23
2024
Q1 		$220M Buy
1,292,000
+277,000
+27% +$25.3M 0.29% 21
2023
Q4 		$64.1M Buy
1,015,000
+417,000
+70% +$19.8M 0.11% 24
2023
Q3 		$19.6M Buy
598,000
+261,000
+77% +$9.83M 0.03% 27
2023
Q2 		$11.5M Sell
337,000
-61,000
-15% -$1.85M 0.02% 25
2023
Q1 		$11.6M Sell
398,000
-35,000
-8% -$854K 0.03% 23
2022
Q4 		$6.13M Buy
+433,000
New +$8.85M 0.02% 23
2022
Q3 		– Sell
-233,000
Closed -$6.22M – 346
2022
Q2 		$6.22M Buy
+233,000
New +$6.74M 0.2% 17

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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 $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
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. 937 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.
  • 937 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.