Position in MSTR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$274,090
-$88,828 QoQ
Shares Held
3,153
+8.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#555
of 863 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Cornerstone Wealth Management, LLC holds $7,675,891 across 10 Software - Application names. MSTR ranks #8 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | YOU |
Clear Secure, Inc.
|
35,626 | $1,985,436 | |
| 2 | CRM |
Salesforce, Inc.
|
8,463 | $1,325,813 | |
| 3 | SHOP |
Shopify Inc.
|
11,323 | $1,292,860 | |
| 4 | NOW |
ServiceNow, Inc.
|
8,091 | $803,274 | |
| 5 | UBER |
Uber Technologies, Inc
|
8,034 | $579,733 | |
| 6 | ADP |
Automatic Data Processing Inc
|
2,443 | $547,109 | |
| 7 | PAYX |
Paychex Inc
|
5,418 | $532,751 | |
| 8 | MSTR |
Strategy Inc
This page
|
3,153 | $274,090 |
All Filings in MSTR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,090 | 3,153 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $362,918 | 2,908 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||