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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Clear Street New York $24.6B AUM 56.25% 1-Year Est. Return

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

Cantor Fitzgerald New York $6.78B AUM 28.97% 1-Year Est. Return

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

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.