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Bonfire Financial’s Strategy Inc MSTR Stock Holding History

Bonfire Financial’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 		$364K Sell
4,185
-20
-0.5% -$2.9K 0.23% 49
2026
Q1 		$525K Hold
4,205
– – 0.39% 39
2025
Q4 		$639K Buy
4,205
+138
+3% +$31.8K 0.48% 36
2025
Q3 		$1.31M Buy
4,067
+91
+2% +$33.8K 1.01% 26
2025
Q2 		$1.61M Sell
3,976
-48
-1% -$17.5K 1.32% 21
2025
Q1 		$1.16M Buy
4,024
+147
+4% +$46.7K 1.07% 23
2024
Q4 		$1.12M Buy
+3,877
New +$1.17M 1.02% 23

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

Bonfire Financial's MSTR Position: Q2 2026 in Review

Bonfire Financial reduced its Strategy Inc (MSTR) stake by 0.48% in Q2 2026, selling an estimated $2.9K and leaving 4,185 shares worth $364K. The position accounts for 0.23% of the portfolio, ranked #49.

Bonfire Financial first reported a position in MSTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.61M in Q2 2025. 848 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Bonfire Financial held 4,185 shares of Strategy Inc worth $364K as of Q2 2026.
  • Bonfire Financial sold 20 Strategy Inc shares in Q2 2026, an estimated $2.9K.
  • Strategy Inc made up 0.23% of Bonfire Financial's portfolio in Q2 2026, its #49 holding.
  • Bonfire Financial first reported a position in Strategy Inc in Q4 2024 and has held it in 7 quarters since.
  • Bonfire Financial's Strategy Inc position peaked at $1.61M in Q2 2025.
  • 848 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Bonfire Financial's 13F filing for Q2 2026, filed 10 Aug 2026.