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 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 $427B AUM 29.17% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fort Point Capital Partners's MSTR Position: Q1 2026 in Review

Fort Point Capital Partners increased its Strategy Inc (MSTR) stake by 0.88% in Q1 2026, buying an estimated $4.72K and bringing the position to 3,795 shares worth $474K. The position accounts for 0.06% of the portfolio, ranked #146.

Fort Point Capital Partners first reported a position in MSTR in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.13M in Q1 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

Fort Point Capital Partners held 3,795 shares of Strategy Inc worth $474K as of Q1 2026.
Fort Point Capital Partners bought 33 Strategy Inc shares in Q1 2026, an estimated $4.72K.
Strategy Inc made up 0.06% of Fort Point Capital Partners's portfolio in Q1 2026, its #146 holding.
Fort Point Capital Partners first reported a position in Strategy Inc in Q1 2024 and has held it in 9 quarters since.
Fort Point Capital Partners's Strategy Inc position peaked at $2.13M in Q1 2025.
937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.