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Basepoint Wealth’s Strategy Inc MSTR Stock Holding History

Basepoint Wealth’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 		$869 Hold
10
– – ﹤0.01% 582
2026
Q1 		$1.25K Hold
10
– – ﹤0.01% 565
2025
Q4 		$1.52K Buy
+10
New +$2.3K ﹤0.01% 531

Other funds holding MSTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Basepoint Wealth's MSTR Position: Q2 2026 in Review

Basepoint Wealth held its Strategy Inc (MSTR) position steady in Q2 2026 at 10 shares worth $869. The position accounts for ﹤0.01% of the portfolio, ranked #582.

Basepoint Wealth first reported a position in MSTR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.52K in Q4 2025. 471 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Basepoint Wealth held 10 shares of Strategy Inc worth $869 as of Q2 2026.
  • Basepoint Wealth left its Strategy Inc share count unchanged in Q2 2026.
  • Strategy Inc made up ﹤0.01% of Basepoint Wealth's portfolio in Q2 2026, its #582 holding.
  • Basepoint Wealth first reported a position in Strategy Inc in Q4 2025 and has held it in 3 quarters since.
  • Basepoint Wealth's Strategy Inc position peaked at $1.52K in Q4 2025.
  • 471 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.