Position in MSTR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$493,153
-$330,901 QoQ
Shares Held
5,673
-14.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#459
of 863 holders
Holding Since
Dec 2020
18 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, 2026Sterling Investment Advisors, Ltd. holds $4,630,519 across 4 Software - Application names. MSTR ranks #3 (10.7% of the industry book) .
All Filings in MSTR
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $493,153 | 5,673 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $824,054 | 6,603 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $806,854 | 5,310 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,661,636 | 5,157 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,084,614 | 5,157 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,637,950 | 5,682 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,558,155 | 5,380 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $898,638 | 5,330 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $734,196 | 533 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $908,530 | 533 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $336,653 | 533 | Shares | Sole | 2024-02-09 | |
| 2022-06-30 | $40,746 | 248 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $120,607 | 248 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $115,976 | 213 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $112,788 | 195 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $116,287 | 175 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $108,608 | 160 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $48,568 | 125 | Shares | Sole | 2021-01-21 | |
| No filing history on record for this holder in this stock. | ||||||