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Harel Insurance Investments & Financial Services’s Strategy Inc MSTR Stock Holding History

Harel Insurance Investments & Financial Services’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
2025
Q3 		– Sell
-263
Closed -$106K – 486
2025
Q2 		$106K Buy
263
+131
+99% +$47.7K ﹤0.01% 310
2025
Q1 		$38K Sell
132
-3
-2% -$953 ﹤0.01% 383
2024
Q4 		$39K Buy
135
+1
+0.7% +$301 ﹤0.01% 331
2024
Q3 		$23K Sell
134
-6
-4% -$858 ﹤0.01% 410
2024
Q2 		$19K Buy
140
+80
+133% +$11.5K ﹤0.01% 444
2024
Q1 		$10K Sell
60
-110
-65% -$10K ﹤0.01% 486
2023
Q4 		$11K Buy
+170
New +$8.06K ﹤0.01% 536
2021
Q1 		– Sell
-34,000
Closed -$4.25M – 829
2020
Q4 		$4.25M Buy
+34,000
New +$794K 0.1% 98

Other funds holding MSTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.25% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 28.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Harel Insurance Investments & Financial Services's MSTR Position: Q3 2025 in Review

Harel Insurance Investments & Financial Services sold out of Strategy Inc (MSTR) in Q3 2025, closing a stake of 263 shares — an estimated $106K sold.

Harel Insurance Investments & Financial Services first reported a position in MSTR in Q4 2020 and held it in 8 quarters. The position peaked at $4.25M in Q4 2020. 1,085 funds tracked by Wall St. Rank hold MSTR as of Q3 2025.

  • Harel Insurance Investments & Financial Services reported no remaining Strategy Inc position as of Q3 2025 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 263 Strategy Inc shares in Q3 2025, an estimated $106K.
  • Harel Insurance Investments & Financial Services first reported a position in Strategy Inc in Q4 2020 and held it in 8 quarters.
  • Harel Insurance Investments & Financial Services's Strategy Inc position peaked at $4.25M in Q4 2020.
  • 1,085 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2025.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2025, filed 29 Oct 2025.