Position in MSTR
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$254,183
-$112,853 QoQ
Shares Held
2,924
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#579
of 863 holders
Holding Since
Sep 2025
4 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, 2026National Wealth Management Group, LLC holds $887,996 across 2 Software - Application names. MSTR ranks #2 (28.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
5,551 | $633,813 | |
| 2 | MSTR |
Strategy Inc
This page
|
2,924 | $254,183 |
All Filings in MSTR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,183 | 2,924 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $367,036 | 2,941 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $401,148 | 2,640 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $814,546 | 2,528 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||