Position in MSTR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$327,813
-$320,273 QoQ
Shares Held
3,771
-27.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#528
of 863 holders
Holding Since
Jun 2025
5 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, 2026Principle Wealth Partners LLC holds $8,145,151 across 9 Software - Application names. MSTR ranks #7 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
11,071 | $2,479,350 | |
| 2 | NOW |
ServiceNow, Inc.
|
18,182 | $1,805,108 | |
| 3 | CRM |
Salesforce, Inc.
|
6,808 | $1,066,541 | |
| 4 | SNOW |
Snowflake Inc.
|
3,531 | $898,639 | |
| 5 | UBER |
Uber Technologies, Inc
|
8,541 | $616,318 | |
| 6 | ADBE |
Adobe Inc.
|
1,849 | $379,081 | |
| 7 | MSTR |
Strategy Inc
This page
|
3,771 | $327,813 | |
| 8 | PAYX |
Paychex Inc
|
3,142 | $308,952 |
All Filings in MSTR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,813 | 3,771 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $648,086 | 5,193 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $723,737 | 4,763 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $311,577 | 967 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $391,698 | 969 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||