Position in MSTR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$530,620
-$195,840 QoQ
Shares Held
6,104
+4.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#443
of 862 holders
Holding Since
Dec 2020
20 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, 2026Tradition Wealth Management, LLC holds $4,808,102 across 8 Software - Application names. MSTR ranks #4 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
15,633 | $1,128,077 | |
| 2 | FICO |
Fair Isaac Corp
|
835 | $997,641 | |
| 3 | SNOW |
Snowflake Inc.
|
3,237 | $823,816 | |
| 4 | MSTR |
Strategy Inc
This page
|
6,104 | $530,620 | |
| 5 | NOW |
ServiceNow, Inc.
|
4,490 | $445,767 | |
| 6 | SHOP |
Shopify Inc.
|
3,688 | $421,095 | |
| 7 | ADBE |
Adobe Inc.
|
1,153 | $236,388 | |
| 8 | WK |
Workiva Inc
|
4,632 | $224,698 |
All Filings in MSTR
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $530,620 | 6,104 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $726,460 | 5,821 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $479,706 | 3,157 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,026,561 | 3,186 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,261,197 | 3,120 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $443,935 | 1,540 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $375,926 | 1,298 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 | $22,738 | 36 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $11,818 | 36 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $12,327 | 36 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $10,523 | 36 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,096 | 36 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $8,278 | 39 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,407 | 39 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $18,966 | 39 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $21,235 | 39 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $20,822 | 36 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $23,922 | 36 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $24,436 | 36 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $11,656 | 30 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||