Position in MSTR
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,085,928
-$1,793,377 QoQ
Shares Held
35,499
-9.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#215
of 863 holders
Holding Since
Sep 2024
8 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, 2026Pacific Capital Wealth Advisors, Inc. holds $3,085,928 across 1 Software - Application name. MSTR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
This page
|
35,499 | $3,085,928 |
All Filings in MSTR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,085,928 | 35,499 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $4,879,305 | 39,097 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $4,420,073 | 29,089 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $9,374,699 | 29,095 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $11,758,646 | 29,089 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $8,279,402 | 28,721 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $8,318,176 | 28,721 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $3,695,880 | 21,921 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||