MILESTONE ASSET MANAGEMENT, LLC

Position in MSTR — Strategy Inc

CIK 1964722 PITTSBURGH, PA

Position in MSTR

as of Mar 31, 2026 · filed Apr 15, 2026 Compact

Position Value

$233,125

-$10,146 QoQ

Shares Held

1,868

+16.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

MILESTONE ASSET MANAGEMENT, LLC holds $7,063,107 across 6 Software - Application names.

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	25,514	$2,913,188
2	NOW	ServiceNow, Inc.	11,813	$1,172,794
3	WDAY	Workday, Inc.	9,561	$1,170,457
4	ADBE	Adobe Inc.	4,984	$1,021,819
5	CRM	Salesforce, Inc.	4,542	$711,549
6	GRAB	Grab Holdings Ltd	19,443	$73,300

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$233,125	1,868	+16.7%	Shares	Sole	2026-04-15
2025-12-31	$243,271	1,601	+0.3%	Shares	Sole	2026-01-28
2025-09-30	$514,246	1,596	-34.6%	Shares	Sole	2025-10-15
2025-06-30	$986,725	2,441	-8.3%	Shares	Sole	2025-08-05
2025-03-31	$767,374	2,662	—	Shares	Sole	2025-04-09
No filing history on record for this holder in this stock.