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MicroStrategy Incorporated shares owned by Client 1st Advisory Group

Quarter-by-quarter ownership of MicroStrategy Incorporated (MSTR) shares owned by Client 1st Advisory Group from 13F filings

Historical chart of Client 1st Advisory Group investment in MicroStrategy Incorporated

Tip: Access up to 7 years of quarterly data

All positions including MicroStrategy Incorporated held by Client 1st Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MicroStrategy Incorporated by Client 1st Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 3.7k 322.21
2025-06-30 $796k 2.0k 404.23
2025-03-31 $378k 1.3k 288.27
2024-12-31 $266k 917 289.62

More positions owned by Client 1st Advisory Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Series Trust Portfolio S&p500 (SPLG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Eafe Grwth Etf (EFG)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Client 1st Advisory Group

Top funds holding MicroStrategy Incorporated

Citadel Advisors
Susquehanna International
Jane Street
Vanguard Group
Toroso Investments
CTC
Capital Research and Management Company - Division 3
BlackRock
Morgan Stanley
Wolverine Trading
Clear Street
Belvedere Trading
State Street Corporation
Goldman Sachs Group
Cantor Fitzgerald, L. P.

View all funds holding MicroStrategy Incorporated