Ground Swell Capital’s LQR House Inc YHC Stock Holding History

Ground Swell Capital’s Portfolio YHC Stock Details YHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5	Closed	-$24.2K	–	283
2024 Q4	$24.2K	Buy	+5	New	+$15.9K	0.04%	112

Other funds holding YHC

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

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

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

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Ground Swell Capital's YHC Position: Q1 2025 in Review

Ground Swell Capital sold out of LQR House Inc (YHC) in Q1 2025, closing a stake of 5 shares — an estimated $24.2K sold.

Ground Swell Capital first reported a position in YHC in Q4 2024 and held it in 1 quarter. The position peaked at $24.2K in Q4 2024. 8 funds tracked by Wall St. Rank hold YHC as of Q1 2025.

Ground Swell Capital reported no remaining LQR House Inc position as of Q1 2025 after selling out during the quarter.
Ground Swell Capital sold 5 LQR House Inc shares in Q1 2025, an estimated $24.2K.
Ground Swell Capital first reported a position in LQR House Inc in Q4 2024 and held it in 1 quarter.
Ground Swell Capital's LQR House Inc position peaked at $24.2K in Q4 2024.
8 funds tracked by Wall St. Rank held LQR House Inc as of Q1 2025.

Based on Ground Swell Capital's 13F filing for Q1 2025, filed 13 May 2025.