Position in MSTR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$246,881
-$182,181 QoQ
Shares Held
2,840
-17.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#583
of 863 holders
Holding Since
Dec 2025
3 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, 2026Carroll Advisory Group, LLC holds $246,881 across 1 Software - Application name. MSTR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
This page
|
2,840 | $246,881 |
All Filings in MSTR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,881 | 2,840 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $429,062 | 3,438 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $477,123 | 3,140 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||