MicroStrategy Incorporated shares owned by AE Wealth Management
Quarter-by-quarter ownership of MicroStrategy Incorporated (MSTR) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in MicroStrategy Incorporated
Tip: Access up to 7 years of quarterly data
All positions including MicroStrategy Incorporated held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in MicroStrategy Incorporated by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $936k | 2.9k | 322.20 |
| 2025-06-30 | $4.9M | 12k | 404.22 |
| 2025-03-31 | $3.2M | 11k | 288.29 |
| 2024-12-31 | $2.3M | 8.0k | 289.62 |
| 2024-09-30 | $388k | 2.3k | 168.60 |
| 2024-06-30 | $603k | 438 | 1377.48 |
| 2023-12-31 | $1.9M | 3.9k | 494.44 |
| 2023-09-30 | $1.5M | 4.6k | 328.25 |
| 2023-06-30 | $2.6M | 7.5k | 342.40 |
| 2023-03-31 | $1.8M | 6.2k | 292.30 |
| 2022-12-31 | $1.0M | 7.2k | 141.56 |
| 2022-09-30 | $1.6M | 7.7k | 212.29 |
| 2022-06-30 | $706k | 4.3k | 164.38 |
| 2022-03-31 | $851k | 1.8k | 486.29 |
| 2021-12-31 | $780k | 1.4k | 544.31 |
| 2021-09-30 | $238k | 412 | 577.67 |