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Harvest Investment Services’s Strategy Inc MSTR Stock Holding History

Harvest Investment Services’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
-9,557
Closed -$2.77M – 329
2024
Q4 		$2.77M Buy
9,557
+1,887
+25% +$568K 0.68% 40
2024
Q3 		$1.29M Sell
7,670
-4,290
-36% -$613K 0.41% 68
2024
Q2 		$1.65M Buy
11,960
+5,280
+79% +$761K 0.65% 37
2024
Q1 		$1.14M Buy
+6,680
New +$609K 0.46% 60
2023
Q2 		– Sell
-8,930
Closed -$261K – 179
2023
Q1 		$261K Buy
+8,930
New +$218K 0.2% 101

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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSD
Clear Street Derivatives New York $12.4M AUM 1.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Harvest Investment Services's MSTR Position: Q1 2025 in Review

Harvest Investment Services sold out of Strategy Inc (MSTR) in Q1 2025, closing a stake of 9,557 shares — an estimated $2.77M sold.

Harvest Investment Services first reported a position in MSTR in Q1 2023 and held it in 5 quarters. The position peaked at $2.77M in Q4 2024. 1,009 funds tracked by Wall St. Rank hold MSTR as of Q1 2025.

  • Harvest Investment Services reported no remaining Strategy Inc position as of Q1 2025 after selling out during the quarter.
  • Harvest Investment Services sold 9,557 Strategy Inc shares in Q1 2025, an estimated $2.77M.
  • Harvest Investment Services first reported a position in Strategy Inc in Q1 2023 and held it in 5 quarters.
  • Harvest Investment Services's Strategy Inc position peaked at $2.77M in Q4 2024.
  • 1,009 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2025.

Based on Harvest Investment Services's 13F filing for Q1 2025, filed 15 May 2025.