Position in MSTR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$695,266
+$104,214 QoQ
Shares Held
7,998
+68.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#406
of 863 holders
Holding Since
Mar 2024
10 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, 2026Oxler Private Wealth LLC holds $1,210,520 across 2 Software - Application names. MSTR ranks #1 (57.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
This page
|
7,998 | $695,266 | |
| 2 | CRM |
Salesforce, Inc.
|
3,289 | $515,254 |
All Filings in MSTR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $695,266 | 7,998 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $591,052 | 4,736 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $710,822 | 4,678 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,648,748 | 5,117 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,536,074 | 3,800 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,071,787 | 3,718 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $992,238 | 3,426 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $394,524 | 2,340 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $287,893 | 209 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $327,275 | 192 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||