Position in MSTR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,642,367
-$1,473,933 QoQ
Shares Held
41,900
+2.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#201
of 863 holders
Holding Since
Jun 2023
13 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 Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $13,864,740 across 17 Software - Application names. MSTR ranks #1 (26.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
This page
|
41,900 | $3,642,367 | |
| 2 | NOW |
ServiceNow, Inc.
|
14,878 | $1,477,087 | |
| 3 | UBER |
Uber Technologies, Inc
|
19,051 | $1,374,720 | |
| 4 | CRM |
Salesforce, Inc.
|
8,698 | $1,362,628 | |
| 5 | SHOP |
Shopify Inc.
|
10,098 | $1,152,989 | |
| 6 | PAYX |
Paychex Inc
|
7,222 | $710,139 | |
| 7 | ADP |
Automatic Data Processing Inc
|
3,158 | $707,234 | |
| 8 | SNOW |
Snowflake Inc.
|
2,487 | $632,941 |
All Filings in MSTR
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,642,367 | 41,900 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $5,116,300 | 40,996 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $6,495,862 | 42,750 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $13,216,087 | 41,017 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $15,204,707 | 37,614 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $10,213,694 | 35,431 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $15,592,561 | 53,838 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $7,485,840 | 44,400 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $6,773,069 | 4,917 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $7,385,858 | 4,333 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,270,819 | 2,012 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $551,510 | 1,680 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $575,265 | 1,680 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||