MONETA GROUP INVESTMENT ADVISORS LLC

Position in MSTR — Strategy Inc

CIK 1120927 ST LOUIS, MO

Position in MSTR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$419,002

-$180,287 QoQ

Shares Held

4,820

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#490

of 863 holders

Holding Since

Mar 2021

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

MONETA GROUP INVESTMENT ADVISORS LLC holds $24,014,638 across 22 Software - Application names. MSTR ranks #15 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNOW	Snowflake Inc.	13,217	$3,363,726
2	NOW	ServiceNow, Inc.	32,293	$3,206,049
3	ADP	Automatic Data Processing Inc	13,026	$2,917,172
4	DT	Dynatrace, Inc.	49,488	$2,173,018
5	DDOG	Datadog, Inc.	5,873	$1,529,094
6	CRM	Salesforce, Inc.	8,906	$1,395,213
7	CDNS	Cadence Design Systems Inc	3,249	$1,219,414
8	ADBE	Adobe Inc.	5,573	$1,142,576

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$419,002	4,820	+0.4%	Shares	Sole	2026-08-14
2026-03-31	$599,289	4,802	+157.9%	Shares	Sole	2026-05-12
2025-12-31	$282,930	1,862	+17.1%	Shares	Sole	2026-02-12
2025-09-30	$512,313	1,590	+13.7%	Shares	Sole	2025-11-14
2025-06-30	$565,517	1,399	+9.9%	Shares	Sole	2025-08-14
2025-03-31	$366,967	1,273	+28.7%	Shares	Sole	2025-05-15
2024-12-31	$286,434	989	-42.8%	Shares	Sole	2025-02-11
2024-06-30	$238,304	1,730	-3.9%	Shares	Sole	2024-08-13
2024-03-31	$306,821	1,800	+309.1%	Shares	Sole	2024-08-13
2022-03-31	$213,980	440	-60.7%	Shares	Sole	2022-05-11
2021-03-31	$760,256	1,120	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.