Position in MSTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,203,980
-$1,020,580 QoQ
Shares Held
13,850
-22.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#319
of 863 holders
Holding Since
Mar 2025
6 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, 2026Chokshi & Queen Wealth Advisors, Inc holds $1,544,014 across 2 Software - Application names. MSTR ranks #1 (78.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
This page
|
13,850 | $1,203,980 | |
| 2 | NOW |
ServiceNow, Inc.
|
3,425 | $340,034 |
All Filings in MSTR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,203,980 | 13,850 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,224,560 | 17,825 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,180,482 | 14,350 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,659,381 | 5,150 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,596,708 | 3,950 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,138,666 | 3,950 | Shares | Sole | 2025-05-20 | |
| No filing history on record for this holder in this stock. | ||||||