Position in MSTR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$648,497
-$234,837 QoQ
Shares Held
7,460
+5.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.51%
of 13F equity value
Holder Rank
#412
of 863 holders
Holding Since
Dec 2024
7 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, 2026PARTNERS WEALTH MANAGEMENT, LLC holds $886,107 across 2 Software - Application names. MSTR ranks #1 (73.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
This page
|
7,460 | $648,497 | |
| 2 | ADP |
Automatic Data Processing Inc
|
1,061 | $237,610 |
All Filings in MSTR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $648,497 | 7,460 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $883,334 | 7,078 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,072,615 | 7,059 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,280,924 | 7,079 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,903,584 | 7,183 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,070,643 | 7,183 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,009,962 | 6,940 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||