Position in MSTR
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$226,387
-$29,769 QoQ
Shares Held
1,814
+128.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $6,097,224 across 11 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
6,063 | $949,829 | |
| 2 | UBER |
Uber Technologies, Inc
|
13,117 | $946,522 | |
| 3 | ADP |
Automatic Data Processing Inc
|
3,727 | $834,661 | |
| 4 | NOW |
ServiceNow, Inc.
|
7,700 | $764,456 | |
| 5 | DDOG |
Datadog, Inc.
|
1,678 | $436,884 | |
| 6 | SHOP |
Shopify Inc.
|
3,755 | $428,745 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
1,088 | $408,348 | |
| 8 | INTU |
Intuit Inc.
|
1,426 | $372,186 |
All Filings in MSTR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $226,387 | 1,814 | Shares | Sole | 2026-05-07 | |
| 2025-09-30 | $256,156 | 795 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $483,054 | 1,195 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $279,045 | 968 | Shares | Sole | 2025-04-25 | |
| 2023-12-31 | $236,225 | 374 | Shares | Sole | 2024-02-06 | |
| 2021-03-31 | $1,493,360 | 2,200 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $699,390 | 1,800 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||