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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
2025
Q1 		– Sell
-3,300
Closed -$635K – 809
2024
Q4 		$635K Buy
+3,300
New +$993K 0.02% 548

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 $5.72T 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bleakley Financial Group's MSTR Position: Q1 2026 in Review

Bleakley Financial Group opened a new position in Strategy Inc (MSTR) in Q1 2026: 12,800 shares worth $1.6M. The stake represents 0.03% of the portfolio and ranks #426 among its holdings. This is a return to the name: Bleakley Financial Group previously reported a position in MSTR as recently as Q3 2025.

Bleakley Financial Group first reported a position in MSTR in Q4 2023 and has held it in 9 quarters since. The position peaked at $8.81M in Q2 2025. 938 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Bleakley Financial Group held 12,800 shares of Strategy Inc worth $1.6M as of Q1 2026.
  • Strategy Inc was a new Bleakley Financial Group position in Q1 2026.
  • Strategy Inc made up 0.03% of Bleakley Financial Group's portfolio in Q1 2026, its #426 holding.
  • Bleakley Financial Group first reported a position in Strategy Inc in Q4 2023 and has held it in 9 quarters since.
  • Bleakley Financial Group's Strategy Inc position peaked at $8.81M in Q2 2025.
  • 938 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Bleakley Financial Group's 13F filing for Q1 2026, filed 4 May 2026.