Position in MSTR
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$235,872
-$54,352 QoQ
Shares Held
1,890
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Redwood Wealth Management Group, LLC holds $812,031 across 2 Software - Application names. MSTR ranks #2 (29.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
8,010 | $576,159 | |
| 2 | MSTR |
Strategy Inc
This page
|
1,890 | $235,872 |
All Filings in MSTR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $235,872 | 1,890 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $290,224 | 1,910 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $405,984 | 1,260 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $628,577 | 1,555 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $341,599 | 1,185 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||