Position in MSTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,968,355
-$1,444,301 QoQ
Shares Held
22,643
-17.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#259
of 867 holders
Holding Since
Mar 2021
18 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026IHT Wealth Management, LLC holds $21,335,488 across 17 Software - Application names. MSTR ranks #3 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AZ |
A2z Cust2mate Solutions Corp.
|
668,013 | $3,887,835 | |
| 2 | NOW |
ServiceNow, Inc.
|
28,671 | $2,846,456 | |
| 3 | MSTR |
Strategy Inc
This page
|
22,643 | $1,968,355 | |
| 4 | ADBE |
Adobe Inc.
|
9,316 | $1,909,966 | |
| 5 | SNOW |
Snowflake Inc.
|
7,197 | $1,831,636 | |
| 6 | CRM |
Salesforce, Inc.
|
10,495 | $1,644,146 | |
| 7 | UBER |
Uber Technologies, Inc
|
22,566 | $1,628,362 | |
| 8 | ADP |
Automatic Data Processing Inc
|
6,581 | $1,473,814 |
All Filings in MSTR
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,968,355 | 22,643 | Shares | Sole | 2026-08-14 | |
| 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 | $1,571,704 | 1,141 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,617,627 | 949 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $515,401 | 816 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $267,876 | 816 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $270,511 | 790 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $236,779 | 810 | Shares | Sole | 2023-05-15 | |
| 2021-12-31 | $230,319 | 423 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $226,732 | 392 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $272,445 | 410 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $260,659 | 384 | Shares | Sole | 2021-05-18 | |
| No filing history on record for this holder in this stock. | ||||||