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MicroStrategy Incorporated shares owned by Monograph Wealth Advisors

Quarter-by-quarter ownership of MicroStrategy Incorporated (MSTR) shares owned by Monograph Wealth Advisors from 13F filings

Historical chart of Monograph Wealth Advisors investment in MicroStrategy Incorporated

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All positions including MicroStrategy Incorporated held by Monograph Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MicroStrategy Incorporated by Monograph Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $446k 2.9k 151.97
2025-09-30 $946k 2.9k 322.26
2025-06-30 $3.2M 8.0k 404.23
2025-03-31 $2.3M 8.0k 288.27

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DFA US Marketwide Value ETF Etf (DFUV)
DFA US Targeted Value ETF Etf (DFAT)
iShares Core S&P 500 Etf (IVV)
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Microsoft Corporation (MSFT)
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View all positions for Monograph Wealth Advisors

Top funds holding MicroStrategy Incorporated

Jane Street
Citadel Advisors
Vanguard Group
Susquehanna International
Capital Research and Management Company - Division 3
Toroso Investments
BlackRock
Wolverine Trading
Capital Research Global Investors
UBS Group
State Street Corporation
Goldman Sachs Group
Amundi
Weiss Asset Management LP[1
LMR Partners

View all funds holding MicroStrategy Incorporated