Wick Capital Partners, LLC

Position in MSTR — Strategy Inc

CIK 1904388 WAYNE, PA

Position in MSTR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$225,670

-$71,978 QoQ

Shares Held

2,596

+8.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#602

of 863 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Wick Capital Partners, LLC holds $1,373,547 across 5 Software - Application names. MSTR ranks #5 (16.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADBE	Adobe Inc.	1,599	$327,826
2	PAYX	Paychex Inc	2,944	$289,483
3	TEAM	Atlassian Corp	3,497	$272,031
4	DDOG	Datadog, Inc.	993	$258,537
5	MSTR	Strategy Inc This page	2,596	$225,670

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$225,670	2,596	+8.8%	Shares	Sole	2026-08-14
2026-03-31	$297,648	2,385	+9.9%	Shares	Sole	2026-05-15
2025-12-31	$329,883	2,171	0.0%	Shares	Sole	2026-03-02
2025-09-30	$699,517	2,171	-73.4%	Shares	Sole	2025-11-14
2025-06-30	$3,303,771	8,173	+299.5%	Shares	Sole	2025-08-14
2025-03-31	$589,800	2,046	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.