Position in MSTR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,412,656
-$1,503,990 QoQ
Shares Held
27,345
-15.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
17 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026IHT Wealth Management, LLC holds $24,576,674 across 18 Software - Application names. MSTR ranks #2 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
15,288 | $3,716,207 | |
| 2 | MSTR |
Strategy Inc
This page
|
27,345 | $3,412,656 | |
| 3 | AZ |
A2z Cust2mate Solutions Corp.
|
461,958 | $3,081,259 | |
| 4 | NOW |
ServiceNow, Inc.
|
24,353 | $2,546,106 | |
| 5 | CRM |
Salesforce, Inc.
|
13,439 | $2,508,658 | |
| 6 | UBER |
Uber Technologies, Inc
|
28,361 | $2,040,006 | |
| 7 | ADP |
Automatic Data Processing Inc
|
6,705 | $1,362,321 | |
| 8 | SHOP |
Shopify Inc.
|
11,386 | $1,350,607 |
All Filings in MSTR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,412,656 | 27,345 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,916,646 | 32,357 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,849,637 | 30,569 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $11,620,804 | 28,748 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,115,097 | 31,620 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,797,960 | 23,472 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,674,097 | 27,723 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $157,170 | 1,141 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $161,762 | 949 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $51,540 | 816 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $26,787 | 816 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $27,051 | 790 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $23,677 | 810 | Shares | Sole | 2023-05-15 | |
| 2021-12-31 | $23,031 | 423 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $22,673 | 392 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $27,244 | 410 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $26,065 | 384 | Shares | Sole | 2021-05-18 | |
| No filing history on record for this holder in this stock. | ||||||