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Ridgewood Investments’s Strategy Inc MSTR Stock Holding History

Ridgewood Investments’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
-1,000
Closed -$290K – 718
2024
Q4 		$290K Hold
1,000
– – 0.14% 150
2024
Q3 		$169K Hold
1,000
– – 0.08% 193
2024
Q2 		$138K Buy
+1,000
New +$144K 0.07% 215
2023
Q3 		– Sell
-1,000
Closed -$34.2K – 541
2023
Q2 		$34.2K Hold
1,000
– – 0.02% 381
2023
Q1 		$29.2K Buy
+1,000
New +$24.4K 0.02% 411

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

Ridgewood Investments's MSTR Position: Q1 2025 in Review

Ridgewood Investments sold out of Strategy Inc (MSTR) in Q1 2025, closing a stake of 1,000 shares — an estimated $290K sold.

Ridgewood Investments first reported a position in MSTR in Q1 2023 and held it in 5 quarters. The position peaked at $290K in Q4 2024. 1,009 funds tracked by Wall St. Rank hold MSTR as of Q1 2025.

  • Ridgewood Investments reported no remaining Strategy Inc position as of Q1 2025 after selling out during the quarter.
  • Ridgewood Investments sold 1,000 Strategy Inc shares in Q1 2025, an estimated $290K.
  • Ridgewood Investments first reported a position in Strategy Inc in Q1 2023 and held it in 5 quarters.
  • Ridgewood Investments's Strategy Inc position peaked at $290K in Q4 2024.
  • 1,009 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2025.

Based on Ridgewood Investments's 13F filing for Q1 2025, filed 7 May 2025.