Murchinson’s Strategy Inc MSTR Stock Holding History

Murchinson’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
2026 Q1	–	Sell	-100,000	Closed	-$15.2M	–	119
2025 Q4	$15.2M	Buy	+100,000	New	+$23M	2.44%	11
2024 Q4	–	Sell	-220,000	Closed	-$37.1M	–	77
2024 Q3	$37.1M	Hold	220,000	–	–	10.08%	2
2024 Q2	$30.3M	Sell	220,000 -145,000	-40%	-$20.9M	4.67%	6
2024 Q1	$62.2M	Buy	+365,000	New	+$33.3M	5.25%	3

Other funds holding MSTR

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

Murchinson's MSTR Position: Q2 2024 in Review

Murchinson sold out of Strategy Inc (MSTR) in Q2 2024, closing a stake of 145,000 shares — an estimated $20.9M sold.

Murchinson first reported a position in MSTR in Q1 2024 and held it in 1 quarter. The position peaked at $24.7M in Q1 2024. 591 funds tracked by Wall St. Rank hold MSTR as of Q2 2024.

Murchinson reported no remaining Strategy Inc position as of Q2 2024 after selling out during the quarter.
Murchinson sold 145,000 Strategy Inc shares in Q2 2024, an estimated $20.9M.
Murchinson first reported a position in Strategy Inc in Q1 2024 and held it in 1 quarter.
Murchinson's Strategy Inc position peaked at $24.7M in Q1 2024.
591 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2024.

Based on Murchinson's 13F filing for Q2 2024, filed 14 Aug 2024.