Fort Point Capital Partners’s Strategy Inc MSTR Stock Holding History

Fort Point Capital Partners’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	$379K	Buy	4,365 +570	+15%	+$82.7K	0.03%	193
2026 Q1	$474K	Buy	3,795 +33	+0.9%	+$4.72K	0.06%	146
2025 Q4	$643K	Sell	3,762 -4	-0.1%	-$921	0.07%	134
2025 Q3	$1.21M	Sell	3,766 -653	-15%	-$242K	0.14%	94
2025 Q2	$1.79M	Sell	4,419 -2,958	-40%	-$1.08M	0.13%	99
2025 Q1	$2.13M	Buy	7,377 +5,377	+269%	+$1.71M	0.23%	77
2024 Q4	$579K	Buy	2,000 +410	+26%	+$123K	0.06%	182
2024 Q3	$268K	Hold	1,590	–	–	0.03%	249
2024 Q2	$219K	Hold	1,590	–	–	0.03%	292
2024 Q1	$271K	Buy	+1,590	New	+$145K	0.04%	272

Other funds holding MSTR

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fort Point Capital Partners's MSTR Position: Q2 2026 in Review

Fort Point Capital Partners increased its Strategy Inc (MSTR) stake by 15% in Q2 2026, buying an estimated $82.7K and bringing the position to 4,365 shares worth $379K. The position accounts for 0.03% of the portfolio, ranked #193.

Fort Point Capital Partners first reported a position in MSTR in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.13M in Q1 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Fort Point Capital Partners held 4,365 shares of Strategy Inc worth $379K as of Q2 2026.
Fort Point Capital Partners bought 570 Strategy Inc shares in Q2 2026, an estimated $82.7K.
Strategy Inc made up 0.03% of Fort Point Capital Partners's portfolio in Q2 2026, its #193 holding.
Fort Point Capital Partners first reported a position in Strategy Inc in Q1 2024 and has held it in 10 quarters since.
Fort Point Capital Partners's Strategy Inc position peaked at $2.13M in Q1 2025.
852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.