BFG
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Bleakley Financial Group’s Strategy Inc MSTR Stock Holding History

Bleakley Financial Group’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
Q1 		$1.6M Buy
+12,800
New +$1.83M 0.03% 426
2025
Q4 		– Sell
-20,164
Closed -$6.5M – 696
2025
Q3 		$6.5M Sell
20,164
-1,620
-7% -$601K 0.15% 129
2025
Q2 		$8.81M Buy
21,784
+4,817
+28% +$1.75M 0.22% 83
2025
Q1 		$4.89M Buy
16,967
+206
+1% +$65.4K 0.16% 128
2024
Q4 		$4.85M Buy
16,761
+7,713
+85% +$2.32M 0.15% 121
2024
Q3 		$1.53M Buy
9,048
+4,418
+95% +$632K 0.05% 308
2024
Q2 		$638K Buy
4,630
+960
+26% +$138K 0.02% 525
2024
Q1 		$626K Sell
3,670
-590
-14% -$53.8K 0.02% 553
2023
Q4 		$269K Buy
+4,260
New +$202K 0.01% 766

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return