Wellington Capital Management’s Strategy Inc MSTR Stock Holding History

Wellington Capital Management’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 Q2	$485K	Buy	+1,200	New	+$437K	0.72%	60

Other funds holding MSTR

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

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

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

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

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

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wellington Capital Management's MSTR Position: Q2 2025 in Review

Wellington Capital Management opened a new position in Strategy Inc (MSTR) in Q2 2025: 1,200 shares worth $485K. The stake represents 0.72% of the portfolio and ranks #60 among its holdings.

1,158 funds tracked by Wall St. Rank hold MSTR as of Q2 2025.

Wellington Capital Management held 1,200 shares of Strategy Inc worth $485K as of Q2 2025.
Strategy Inc was a new Wellington Capital Management position in Q2 2025.
Strategy Inc made up 0.72% of Wellington Capital Management's portfolio in Q2 2025, its #60 holding.
1,158 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2025.

Based on Wellington Capital Management's 13F filing for Q2 2025, filed 18 Aug 2025.