Heck Capital Advisors’s Strategy Inc MSTR Stock Holding History

Heck Capital Advisors’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	-535	Closed	-$155K	–	590
2024 Q4	$155K	Buy	+535	New	+$161K	0.01%	271

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

CSD

Clear Street Derivatives New York $12.4M AUM 1.7% 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Heck Capital Advisors's MSTR Position: Q1 2025 in Review

Heck Capital Advisors sold out of Strategy Inc (MSTR) in Q1 2025, closing a stake of 535 shares — an estimated $155K sold.

Heck Capital Advisors first reported a position in MSTR in Q4 2024 and held it in 1 quarter. The position peaked at $155K in Q4 2024. 1,010 funds tracked by Wall St. Rank hold MSTR as of Q1 2025.

Heck Capital Advisors reported no remaining Strategy Inc position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 535 Strategy Inc shares in Q1 2025, an estimated $155K.
Heck Capital Advisors first reported a position in Strategy Inc in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Strategy Inc position peaked at $155K in Q4 2024.
1,010 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.