BridgePort Financial Solutions
MSTR icon

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
Q3 		$359K Buy
2,348
+18
+0.8% +$2.08K 0.08% 173
2026
Q2 		$203K Hold
2,330
– – 0.05% 234
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

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Morgan Stanley
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Invesco
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

BridgePort Financial Solutions's MSTR Position: Q3 2026 in Review

BridgePort Financial Solutions increased its Strategy Inc (MSTR) stake by 0.77% in Q3 2026, buying an estimated $2.08K and bringing the position to 2,348 shares worth $359K. The position accounts for 0.08% of the portfolio, ranked #173.

BridgePort Financial Solutions first reported a position in MSTR in Q4 2024 and has held it in 8 quarters since. The position peaked at $942K in Q2 2025. 843 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • BridgePort Financial Solutions held 2,348 shares of Strategy Inc worth $359K as of Q3 2026.
  • BridgePort Financial Solutions bought 18 Strategy Inc shares in Q3 2026, an estimated $2.08K.
  • Strategy Inc made up 0.08% of BridgePort Financial Solutions's portfolio in Q3 2026, its #173 holding.
  • BridgePort Financial Solutions first reported a position in Strategy Inc in Q4 2024 and has held it in 8 quarters since.
  • BridgePort Financial Solutions's Strategy Inc position peaked at $942K in Q2 2025.
  • 843 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on BridgePort Financial Solutions's 13F filing for Q3 2026, filed 2 Nov 2026.