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RITHOLTZ WEALTH MANAGEMENT

Position in MSTR — Strategy Inc

CIK 1698218 NEW YORK, NY

Position in MSTR

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$312,513
-$218,386 QoQ
Shares Held
3,595
-15.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#536
of 863 holders
Holding Since
Jun 2025
4 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, 2026

RITHOLTZ WEALTH MANAGEMENT holds $45,493,195 across 26 Software - Application names. MSTR ranks #23 (0.7% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in MSTR

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4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $312,513 3,595
2026-03-31 $530,899 4,254
2025-09-30 $1,058,782 3,286
2025-06-30 $722,359 1,787