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BOLTON SECURITIES CORPORATION’s Strategy Inc MSTR Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$541K Buy
+4,338
New +$620K 0.03% 523
2025
Q3 		$3.32M Buy
+10,292
New +$3.82M 0.16% 161
2025
Q1 		$698K Buy
+2,423
New +$769K 0.04% 409

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's MSTR Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Strategy Inc (MSTR) in Q1 2026: 4,338 shares worth $541K. The stake represents 0.03% of the portfolio and ranks #523 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in MSTR as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in MSTR in Q1 2025 and has held it in 3 quarters since. The position peaked at $3.32M in Q3 2025. 953 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 4,338 shares of Strategy Inc worth $541K as of Q1 2026.
  • Strategy Inc was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Strategy Inc made up 0.03% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #523 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Strategy Inc in Q1 2025 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's Strategy Inc position peaked at $3.32M in Q3 2025.
  • 953 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.