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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bridgewealth Advisory Group's MSTR Position: Q4 2025 in Review

Bridgewealth Advisory Group sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 950 shares — an estimated $306K sold.

Bridgewealth Advisory Group first reported a position in MSTR in Q2 2025 and held it in 2 quarters. The position peaked at $410K in Q2 2025. 977 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Bridgewealth Advisory Group reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • Bridgewealth Advisory Group sold 950 Strategy Inc shares in Q4 2025, an estimated $306K.
  • Bridgewealth Advisory Group first reported a position in Strategy Inc in Q2 2025 and held it in 2 quarters.
  • Bridgewealth Advisory Group's Strategy Inc position peaked at $410K in Q2 2025.
  • 977 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Bridgewealth Advisory Group's 13F filing for Q4 2025, filed 4 Feb 2026.