Bridgewealth Advisory Group
MSTR icon

Bridgewealth Advisory Group’s Strategy Inc MSTR Stock Holding History

Bridgewealth Advisory 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
Q3 		$295K Buy
+1,930
New +$223K 0.06% 104
2025
Q4 		– Sell
-950
Closed -$306K – 133
2025
Q3 		$306K Sell
950
-65
-6% -$24.1K 0.07% 91
2025
Q2 		$410K Buy
+1,015
New +$370K 0.1% 75

Other funds holding MSTR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Bridgewealth Advisory Group's MSTR Position: Q3 2026 in Review

Bridgewealth Advisory Group opened a new position in Strategy Inc (MSTR) in Q3 2026: 1,930 shares worth $295K. The stake represents 0.06% of the portfolio and ranks #104 among its holdings. This is a return to the name: Bridgewealth Advisory Group previously reported a position in MSTR as recently as Q3 2025.

Bridgewealth Advisory Group first reported a position in MSTR in Q2 2025 and has held it in 3 quarters since. The position peaked at $410K in Q2 2025. 614 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • Bridgewealth Advisory Group held 1,930 shares of Strategy Inc worth $295K as of Q3 2026.
  • Strategy Inc was a new Bridgewealth Advisory Group position in Q3 2026.
  • Strategy Inc made up 0.06% of Bridgewealth Advisory Group's portfolio in Q3 2026, its #104 holding.
  • Bridgewealth Advisory Group first reported a position in Strategy Inc in Q2 2025 and has held it in 3 quarters since.
  • Bridgewealth Advisory Group's Strategy Inc position peaked at $410K in Q2 2025.
  • 614 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q3 2026, filed 9 Nov 2026.