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Ground Swell Capital’s Strategy Inc MSTR Stock Holding History

Ground Swell Capital’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
Q2 		– Sell
-1,091
Closed -$315K – 220
2025
Q1 		$315K Buy
+1,091
New +$346K 0.68% 50
2022
Q4 		– Sell
-9,470
Closed -$201K – 121
2022
Q3 		$201K Buy
+9,470
New +$237K 0.57% 62
2021
Q1 		– Sell
-5,350
Closed -$208K – 122
2020
Q4 		$208K Buy
+5,350
New +$125K 0.8% 42
2014
Q3 		$40K Buy
+3,020
New +$42K 0.08% 272

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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CF
Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Ground Swell Capital's MSTR Position: Q2 2025 in Review

Ground Swell Capital sold out of Strategy Inc (MSTR) in Q2 2025, closing a stake of 1,091 shares — an estimated $315K sold.

Ground Swell Capital first reported a position in MSTR in Q3 2014 and held it in 4 quarters. The position peaked at $315K in Q1 2025. 1,159 funds tracked by Wall St. Rank hold MSTR as of Q2 2025.

  • Ground Swell Capital reported no remaining Strategy Inc position as of Q2 2025 after selling out during the quarter.
  • Ground Swell Capital sold 1,091 Strategy Inc shares in Q2 2025, an estimated $315K.
  • Ground Swell Capital first reported a position in Strategy Inc in Q3 2014 and held it in 4 quarters.
  • Ground Swell Capital's Strategy Inc position peaked at $315K in Q1 2025.
  • 1,159 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2025.

Based on Ground Swell Capital's 13F filing for Q2 2025, filed 31 Jul 2025.