Carroll Advisory Group »

MicroStrategy Incorporated shares owned by Carroll Advisory Group

Quarter-by-quarter ownership of MicroStrategy Incorporated (MSTR) shares owned by Carroll Advisory Group from 13F filings

Historical chart of Carroll Advisory Group investment in MicroStrategy Incorporated

Tip: Access up to 7 years of quarterly data

All positions including MicroStrategy Incorporated held by Carroll Advisory Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in MicroStrategy Incorporated by Carroll Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $429k 3.4k 124.80

More positions owned by Carroll Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Acwi Exus (HAWX)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust State Street Spd (SPSM)
Proshares Tr S&p 500 Dv Arist (NOBL)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Procter & Gamble Company (PG)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Spdr Series Trust State Street Spd (SPYM)

View all positions for Carroll Advisory Group

Top funds holding MicroStrategy Incorporated

Jane Street
Vanguard Group
Susquehanna International
Citadel Advisors
Capital Research and Management Company - Division 3
Toroso Investments
BlackRock
Capital Research Global Investors
UBS Group
State Street Corporation
Goldman Sachs Group
Amundi
LMR Partners
Graham Capital Management
Belvedere Trading

View all funds holding MicroStrategy Incorporated