AVISO WEALTH MANAGEMENT

Position in MSTR — Strategy Inc

CIK 2011802 BELLEVUE, WA

Position in MSTR

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$376,406

-$163,978 QoQ

Shares Held

4,330

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#504

of 863 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

AVISO WEALTH MANAGEMENT holds $4,491,187 across 4 Software - Application names. MSTR ranks #4 (8.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	42,711	$3,082,025
2	CRM	Salesforce, Inc.	3,482	$545,490
3	NOW	ServiceNow, Inc.	4,908	$487,266
4	MSTR	Strategy Inc This page	4,330	$376,406

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$376,406	4,330	0.0%	Shares	Sole	2026-08-05
2026-03-31	$540,384	4,330	0.0%	Shares	Sole	2026-05-08
2025-12-31	$657,943	4,330	0.0%	Shares	Sole	2026-02-13
2025-09-30	$1,395,169	4,330	0.0%	Shares	Sole	2025-11-14
2025-06-30	$1,750,315	4,330	0.0%	Shares	Sole	2025-08-11
2025-03-31	$1,248,209	4,330	0.0%	Shares	Sole	2025-05-09
2024-12-31	$1,254,054	4,330	-66.7%	Shares	Sole	2025-02-12
2024-09-30	$2,191,800	13,000	+897.7%	Shares	Sole	2024-11-07
2024-06-30	$1,794,856	1,303	-0.9%	Shares	Sole	2024-08-15
2024-03-31	$2,241,496	1,315	-54.5%	Shares	Sole	2024-05-14
2023-12-31	$1,825,381	2,890	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.