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
Q2 		$119M Sell
1,370,300
-58,700
-4% -$8.52M 0.14% 39
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 $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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Belvedere Trading's MSTR Position: Q2 2026 in Review

Belvedere Trading increased its Strategy Inc (MSTR) stake by 12% in Q2 2026, buying an estimated $5.24M and bringing the position to 346,855 shares worth $30.2M. The position accounts for 0.03% of the portfolio, ranked #51.

Belvedere Trading first reported a position in MSTR in Q3 2022 and has held it in 14 quarters since. The position peaked at $380M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Belvedere Trading held 346,855 shares of Strategy Inc worth $30.2M as of Q2 2026.
  • Belvedere Trading bought 36,082 Strategy Inc shares in Q2 2026, an estimated $5.24M.
  • Strategy Inc made up 0.03% of Belvedere Trading's portfolio in Q2 2026, its #51 holding.
  • Belvedere Trading first reported a position in Strategy Inc in Q3 2022 and has held it in 14 quarters since.
  • Belvedere Trading's Strategy Inc position peaked at $380M in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Belvedere Trading's 13F filing for Q2 2026, filed 31 Jul 2026.