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Roble Belko & Company’s Strategy Inc MSTR Stock Holding History

Roble Belko & Company’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 		$0 Sell
3
-27
-90% -$3.92K ﹤0.01% 474
2026
Q1 		$4K Buy
30
+5
+20% +$715 ﹤0.01% 359
2025
Q4 		$4K Hold
25
– – ﹤0.01% 363
2025
Q3 		$8K Hold
25
– – ﹤0.01% 288
2025
Q2 		$10K Buy
25
+3
+14% +$1.09K ﹤0.01% 270
2025
Q1 		$6K Buy
22
+2
+10% +$635 ﹤0.01% 278
2024
Q4 		$6K Buy
20
+10
+100% +$3.01K ﹤0.01% 270
2024
Q3 		$2K Hold
10
– – ﹤0.01% 290
2024
Q2 		$1K Hold
10
– – ﹤0.01% 310
2024
Q1 		$2K Buy
+10
New +$912 ﹤0.01% 285

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

Roble Belko & Company's MSTR Position: Q2 2026 in Review

Roble Belko & Company reduced its Strategy Inc (MSTR) stake by 90% in Q2 2026, selling an estimated $3.92K and leaving 3 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Roble Belko & Company first reported a position in MSTR in Q1 2024 and has held it in 10 quarters since. The position peaked at $10K in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Roble Belko & Company held 3 shares of Strategy Inc worth $0 as of Q2 2026.
  • Roble Belko & Company sold 27 Strategy Inc shares in Q2 2026, an estimated $3.92K.
  • Strategy Inc made up ﹤0.01% of Roble Belko & Company's portfolio in Q2 2026, its #474 holding.
  • Roble Belko & Company first reported a position in Strategy Inc in Q1 2024 and has held it in 10 quarters since.
  • Roble Belko & Company's Strategy Inc position peaked at $10K in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.