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BridgePort Financial Solutions’s Strategy Inc MSTR Stock Holding History

BridgePort Financial Solutions’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 		$291K Hold
2,330
– – 0.08% 180
2025
Q4 		$354K Hold
2,330
– – 0.1% 163
2025
Q3 		$751K Hold
2,330
– – 0.2% 93
2025
Q2 		$942K Hold
2,330
– – 0.31% 64
2025
Q1 		$672K Hold
2,330
– – 0.3% 72
2024
Q4 		$559K Buy
+2,330
New +$701K 0.25% 84

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

BridgePort Financial Solutions's MSTR Position: Q1 2026 in Review

BridgePort Financial Solutions held its Strategy Inc (MSTR) position steady in Q1 2026 at 2,330 shares worth $291K. The position accounts for 0.08% of the portfolio, ranked #180.

BridgePort Financial Solutions first reported a position in MSTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $942K in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • BridgePort Financial Solutions held 2,330 shares of Strategy Inc worth $291K as of Q1 2026.
  • BridgePort Financial Solutions left its Strategy Inc share count unchanged in Q1 2026.
  • Strategy Inc made up 0.08% of BridgePort Financial Solutions's portfolio in Q1 2026, its #180 holding.
  • BridgePort Financial Solutions first reported a position in Strategy Inc in Q4 2024 and has held it in 6 quarters since.
  • BridgePort Financial Solutions's Strategy Inc position peaked at $942K in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.