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 Q1	–	Sell	-10,000	Closed	-$2.9M	–	218
2024 Q4	$2.9M	Buy	+10,000	New	+$3.01M	4.36%	5

Other funds holding MSTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

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

Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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.